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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 | $44,700 | $110,039-59.4% | $97,260-54.0% | $145,884-69.4% |
| Participation rate | 42.9% | 75.9%-33.1pp | 72.7%-29.8pp | 80.3%-37.4pp |
| Annual return | 21.68% | 244.44%-222.8pp | 75.54%-53.9pp | 551.85%-530.2pp |
| Employer contribution / active EE | $556 | $3,074-81.9% | $2,721-79.6% | $4,662-88.1% |
| Participant deferral / active EE | $2,187 | $4,674-53.2% | $4,262-48.7% | $6,690-67.3% |
| Admin fee / account holder | $3,069 | $6,204-50.5% | $5,640-45.6% | $13,392-77.1% |