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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 | $54,067 | $227,597-76.2% | $189,575-71.5% | $167,536-67.7% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.4%-11.8pp | 82.1%-15.4pp |
| Annual return | 13.19% | 78.44%-65.2pp | 64.19%-51.0pp | 478.82%-465.6pp |
| Employer contribution / active EE | $897 | $5,316-83.1% | $4,412-79.7% | $4,839-81.5% |
| Participant deferral / active EE | $3,677 | $7,002-47.5% | $6,174-40.4% | $6,342-42.0% |
| Admin fee / account holder | $4,376 | $11,877-63.2% | $9,806-55.4% | $12,315-64.5% |