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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 | $23,295 | $95,406-75.6% | $185,849-87.5% | $85,847-72.9% |
| Participation rate | 32.9% | 68.8%-35.9pp | 81.7%-48.8pp | 69.3%-36.4pp |
| Annual return | 12.79% | 23.59%-10.8pp | 122.10%-109.3pp | 318.61%-305.8pp |
| Employer contribution / active EE | $412 | $3,314-87.6% | $5,169-92.0% | $2,565-83.9% |
| Participant deferral / active EE | $1,153 | $3,424-66.3% | $5,569-79.3% | $3,952-70.8% |
| Admin fee / account holder | $4,145 | $7,214-42.5% | $16,244-74.5% | $6,261-33.8% |