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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 | $32,991 | $58,258-43.4% | $81,820-59.7% | $80,925-59.2% |
| Participation rate | 40.8% | 63.5%-22.6pp | 72.4%-31.6pp | 67.7%-26.8pp |
| Annual return | 18.62% | 41.76%-23.1pp | 777.93%-759.3pp | 35.65%-17.0pp |
| Employer contribution / active EE | $750 | $2,345-68.0% | $2,915-74.3% | $2,756-72.8% |
| Participant deferral / active EE | $1,810 | $3,284-44.9% | $4,323-58.1% | $4,299-57.9% |
| Admin fee / account holder | $1,329 | $4,976-73.3% | $7,391-82.0% | $6,940-80.9% |