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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 | $51,926 | $103,008-49.6% | $90,304-42.5% | $152,897-66.0% |
| Participation rate | 57.1% | 75.9%-18.7pp | 73.3%-16.1pp | 82.5%-25.3pp |
| Annual return | 41.55% | 95.22%-53.7pp | 78.13%-36.6pp | 345.43%-303.9pp |
| Employer contribution / active EE | $816 | $3,139-74.0% | $2,855-71.4% | $4,764-82.9% |
| Participant deferral / active EE | $848 | $4,281-80.2% | $3,885-78.2% | $5,851-85.5% |
| Admin fee / account holder | $7,979 | $6,175+29.2% | $5,354+49.0% | $11,599-31.2% |