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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 | $41,479 | $24,618+68.5% | $71,585-42.1% | $82,637-49.8% |
| Participation rate | 26.1% | 68.2%-42.1pp | 68.2%-42.1pp | 68.1%-42.0pp |
| Annual return | 21.50% | 93.17%-71.7pp | 59.26%-37.8pp | 53.51%-32.0pp |
| Employer contribution / active EE | $436 | $852-48.8% | $1,669-73.9% | $2,552-82.9% |
| Participant deferral / active EE | $1,002 | $1,720-41.7% | $2,923-65.7% | $4,126-75.7% |
| Admin fee / account holder | $2,239 | $3,285-31.8% | $4,712-52.5% | $7,339-69.5% |