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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 | $33,917 | $39,028-13.1% | $80,741-58.0% | $85,847-60.5% |
| Participation rate | 41.3% | 41.6%-0.2pp | 54.2%-12.8pp | 69.3%-28.0pp |
| Annual return | 15.51% | 26.31%-10.8pp | 87.30%-71.8pp | 318.61%-303.1pp |
| Employer contribution / active EE | $317 | $722-56.1% | $1,160-72.7% | $2,565-87.7% |
| Participant deferral / active EE | $1,651 | $1,326+24.6% | $2,145-23.0% | $3,952-58.2% |
| Admin fee / account holder | $2,433 | $2,429+0.2% | $3,380-28.0% | $6,261-61.1% |