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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 | $67,228 | $103,008-34.7% | $90,304-25.6% | $152,897-56.0% |
| Participation rate | 46.2% | 75.9%-29.7pp | 73.3%-27.1pp | 82.5%-36.3pp |
| Annual return | 19.88% | 95.22%-75.3pp | 78.13%-58.3pp | 345.43%-325.6pp |
| Employer contribution / active EE | $431 | $3,139-86.3% | $2,855-84.9% | $4,764-90.9% |
| Participant deferral / active EE | $2,373 | $4,281-44.6% | $3,885-38.9% | $5,851-59.4% |
| Admin fee / account holder | $4,459 | $6,175-27.8% | $5,354-16.7% | $11,599-61.6% |