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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 | $29,804 | $105,200-71.7% | $159,474-81.3% | $85,847-65.3% |
| Participation rate | 43.4% | 75.8%-32.4pp | 82.8%-39.5pp | 69.3%-25.9pp |
| Annual return | 14.89% | 45.08%-30.2pp | 263.68%-248.8pp | 318.61%-303.7pp |
| Employer contribution / active EE | $704 | $3,319-78.8% | $4,831-85.4% | $2,565-72.5% |
| Participant deferral / active EE | $4,271 | $5,946-28.2% | $7,353-41.9% | $3,952+8.1% |
| Admin fee / account holder | $438 | $6,934-93.7% | $10,802-95.9% | $6,261-93.0% |