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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 | $33,220 | $56,116-40.8% | $135,768-75.5% | $86,983-61.8% |
| Participation rate | 30.5% | 60.1%-29.6pp | 71.1%-40.6pp | 69.5%-39.1pp |
| Annual return | 18.66% | 125.33%-106.7pp | 526.10%-507.4pp | 25.83%-7.2pp |
| Employer contribution / active EE | $653 | $1,528-57.2% | $3,394-80.8% | $2,584-74.7% |
| Participant deferral / active EE | $1,390 | $2,690-48.3% | $3,977-65.1% | $4,194-66.9% |
| Admin fee / account holder | $595 | $4,314-86.2% | $7,048-91.6% | $7,856-92.4% |