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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 | $50,052 | $103,008-51.4% | $90,304-44.6% | $152,897-67.3% |
| Participation rate | 60.0% | 75.9%-15.9pp | 73.3%-13.3pp | 82.5%-22.5pp |
| Annual return | 23.07% | 95.22%-72.2pp | 78.13%-55.1pp | 345.43%-322.4pp |
| Employer contribution / active EE | $974 | $3,139-69.0% | $2,855-65.9% | $4,764-79.6% |
| Participant deferral / active EE | $1,761 | $4,281-58.9% | $3,885-54.7% | $5,851-69.9% |
| Admin fee / account holder | $1,986 | $6,175-67.8% | $5,354-62.9% | $11,599-82.9% |