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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 | $29,084 | $56,431-48.5% | $130,788-77.8% | $87,485-66.8% |
| Participation rate | 24.4% | 58.9%-34.6pp | 70.1%-45.7pp | 68.9%-44.5pp |
| Annual return | 23.63% | 91.27%-67.6pp | 386.44%-362.8pp | 26.06%-2.4pp |
| Employer contribution / active EE | $369 | $1,549-76.2% | $3,558-89.6% | $2,596-85.8% |
| Participant deferral / active EE | $2,479 | $2,749-9.8% | $4,137-40.1% | $4,274-42.0% |
| Admin fee / account holder | $808 | $4,433-81.8% | $6,673-87.9% | $7,775-89.6% |