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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 | $32,778 | $167,030-80.4% | $135,768-75.9% | $155,188-78.9% |
| Participation rate | 50.0% | 76.2%-26.2pp | 71.1%-21.1pp | 80.8%-30.8pp |
| Annual return | 15.03% | 678.39%-663.4pp | 526.10%-511.1pp | 148.84%-133.8pp |
| Employer contribution / active EE | $857 | $4,132-79.3% | $3,394-74.8% | $4,248-79.8% |
| Participant deferral / active EE | $3,940 | $4,528-13.0% | $3,977-0.9% | $6,531-39.7% |
| Admin fee / account holder | $702 | $8,172-91.4% | $7,048-90.0% | $14,480-95.2% |