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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 | $30,258 | $93,346-67.6% | $71,796-57.9% | $273,972-89.0% |
| Participation rate | 29.4% | 76.5%-47.1pp | 69.1%-39.7pp | 83.0%-53.6pp |
| Annual return | 6.82% | 130.39%-123.6pp | 78.04%-71.2pp | 41.46%-34.6pp |
| Employer contribution / active EE | $495 | $2,733-81.9% | $1,924-74.3% | $4,869-89.8% |
| Participant deferral / active EE | $796 | $3,475-77.1% | $2,794-71.5% | $5,287-84.9% |
| Admin fee / account holder | $1,049 | $6,571-84.0% | $4,815-78.2% | $10,133-89.6% |