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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 | $55,315 | $107,944-48.8% | $91,994-39.9% | $152,885-63.8% |
| Participation rate | 54.5% | 81.2%-26.6pp | 78.6%-24.1pp | 82.5%-27.9pp |
| Annual return | 51.12% | 89.26%-38.1pp | 69.03%-17.9pp | 345.39%-294.3pp |
| Employer contribution / active EE | $597 | $4,210-85.8% | $3,452-82.7% | $4,763-87.5% |
| Participant deferral / active EE | $2,157 | $6,365-66.1% | $5,923-63.6% | $5,851-63.1% |
| Admin fee / account holder | $326 | $10,521-96.9% | $7,743-95.8% | $11,598-97.2% |