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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 | $39,669 | $82,133-51.7% | $147,318-73.1% | $64,097-38.1% |
| Participation rate | 37.0% | 62.3%-25.3pp | 82.1%-45.1pp | 55.2%-18.2pp |
| Annual return | 18.91% | 78.78%-59.9pp | 70.43%-51.5pp | 34.64%-15.7pp |
| Employer contribution / active EE | $935 | $2,872-67.4% | $4,593-79.6% | $1,891-50.6% |
| Participant deferral / active EE | $1,518 | $5,407-71.9% | $7,906-80.8% | $3,080-50.7% |
| Admin fee / account holder | $6,773 | $3,730+81.6% | $13,708-50.6% | $3,454+96.1% |