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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 | $36,122 | $78,423-53.9% | $95,964-62.4% | $79,856-54.8% |
| Participation rate | 55.2% | 73.5%-18.3pp | 77.1%-21.9pp | 69.6%-14.5pp |
| Annual return | 55.59% | 19.37%+36.2pp | 91.64%-36.1pp | 31.71%+23.9pp |
| Employer contribution / active EE | $764 | $1,945-60.7% | $2,541-69.9% | $2,471-69.1% |
| Participant deferral / active EE | $2,249 | $3,440-34.6% | $4,167-46.0% | $3,741-39.9% |
| Admin fee / account holder | $905 | $5,622-83.9% | $6,797-86.7% | $5,306-82.9% |