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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,082 | $95,406-56.9% | $185,849-77.9% | $85,847-52.1% |
| Participation rate | 37.8% | 68.8%-31.0pp | 81.7%-43.9pp | 69.3%-31.5pp |
| Annual return | 16.48% | 23.59%-7.1pp | 122.10%-105.6pp | 318.61%-302.1pp |
| Employer contribution / active EE | $700 | $3,314-78.9% | $5,169-86.5% | $2,565-72.7% |
| Participant deferral / active EE | $2,029 | $3,424-40.7% | $5,569-63.6% | $3,952-48.7% |
| Admin fee / account holder | $380 | $7,214-94.7% | $16,244-97.7% | $6,261-93.9% |