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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 | $41,057 | $34,316+19.6% | $74,722-45.1% | $72,975-43.7% |
| Participation rate | 11.8% | 42.4%-30.6pp | 54.5%-42.7pp | 69.5%-57.7pp |
| Annual return | 19.43% | 26.58%-7.2pp | 753.11%-733.7pp | 81.01%-61.6pp |
| Employer contribution / active EE | $598 | $692-13.5% | $1,084-44.8% | $2,440-75.5% |
| Participant deferral / active EE | $598 | $1,272-53.0% | $1,963-69.5% | $3,608-83.4% |
| Admin fee / account holder | $305 | $2,125-85.6% | $3,335-90.8% | $5,124-94.0% |