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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 | $36,924 | $24,618+50.0% | $71,585-48.4% | $82,637-55.3% |
| Participation rate | 15.0% | 68.2%-53.2pp | 68.2%-53.2pp | 68.1%-53.1pp |
| Annual return | 21.25% | 93.17%-71.9pp | 59.26%-38.0pp | 53.51%-32.3pp |
| Employer contribution / active EE | $460 | $852-46.0% | $1,669-72.4% | $2,552-82.0% |
| Participant deferral / active EE | $1,370 | $1,720-20.3% | $2,923-53.1% | $4,126-66.8% |
| Admin fee / account holder | $424 | $3,285-87.1% | $4,712-91.0% | $7,339-94.2% |