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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 | $53,063-37.4% | $124,206-73.3% | $82,637-59.8% |
| Participation rate | 30.5% | 58.4%-27.9pp | 69.6%-39.1pp | 68.1%-37.6pp |
| Annual return | 18.66% | 68.87%-50.2pp | 515.27%-496.6pp | 53.51%-34.8pp |
| Employer contribution / active EE | $653 | $1,530-57.3% | $3,540-81.5% | $2,552-74.4% |
| Participant deferral / active EE | $1,390 | $2,644-47.4% | $3,968-65.0% | $4,126-66.3% |
| Admin fee / account holder | $595 | $4,281-86.1% | $5,929-90.0% | $7,339-91.9% |