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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 | $36,783 | $102,595-64.1% | $94,057-60.9% | $154,746-76.2% |
| Participation rate | 55.6% | 76.0%-20.4pp | 73.3%-17.8pp | 80.7%-25.1pp |
| Annual return | 10.96% | 583.42%-572.5pp | 480.62%-469.7pp | 172.34%-161.4pp |
| Employer contribution / active EE | $967 | $3,147-69.3% | $2,933-67.0% | $4,379-77.9% |
| Participant deferral / active EE | $1,485 | $5,118-71.0% | $4,709-68.5% | $6,730-77.9% |
| Admin fee / account holder | $841 | $7,736-89.1% | $7,244-88.4% | $14,365-94.1% |