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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 | $70,848 | $100,139-29.3% | $85,187-16.8% | $145,884-51.4% |
| Participation rate | 29.4% | 74.1%-44.7pp | 67.5%-38.1pp | 80.3%-50.9pp |
| Annual return | 24.18% | 84.15%-60.0pp | 66.67%-42.5pp | 551.85%-527.7pp |
| Employer contribution / active EE | $549 | $3,238-83.0% | $2,732-79.9% | $4,662-88.2% |
| Participant deferral / active EE | $1,785 | $5,296-66.3% | $4,525-60.6% | $6,690-73.3% |
| Admin fee / account holder | $8,383 | $7,262+15.4% | $6,162+36.0% | $13,392-37.4% |