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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 | $50,423 | $58,275-13.5% | $81,844-38.4% | $80,935-37.7% |
| Participation rate | 32.7% | 63.5%-30.8pp | 72.4%-39.7pp | 67.7%-35.0pp |
| Annual return | 11.45% | 41.82%-30.4pp | 778.87%-767.4pp | 35.66%-24.2pp |
| Employer contribution / active EE | $694 | $2,346-70.4% | $2,916-76.2% | $2,757-74.8% |
| Participant deferral / active EE | $955 | $3,285-70.9% | $4,323-77.9% | $4,299-77.8% |
| Admin fee / account holder | $1,405 | $4,749-70.4% | $7,355-80.9% | $6,924-79.7% |