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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 | $29,838 | $102,638-70.9% | $81,982-63.6% | $158,982-81.2% |
| Participation rate | 55.6% | 75.5%-20.0pp | 69.3%-13.7pp | 82.0%-26.4pp |
| Annual return | 13.45% | 61.05%-47.6pp | 41.31%-27.9pp | 302.99%-289.5pp |
| Employer contribution / active EE | $756 | $3,241-76.7% | $2,498-69.7% | $4,763-84.1% |
| Participant deferral / active EE | $2,751 | $4,649-40.8% | $3,722-26.1% | $5,983-54.0% |
| Admin fee / account holder | $4,938 | $8,237-40.1% | $5,665-12.8% | $11,252-56.1% |