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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 | $45,915 | $103,008-55.4% | $90,304-49.2% | $152,897-70.0% |
| Participation rate | 62.5% | 75.9%-13.4pp | 73.3%-10.8pp | 82.5%-20.0pp |
| Annual return | 24.73% | 95.22%-70.5pp | 78.13%-53.4pp | 345.43%-320.7pp |
| Employer contribution / active EE | $967 | $3,139-69.2% | $2,855-66.1% | $4,764-79.7% |
| Participant deferral / active EE | $3,365 | $4,281-21.4% | $3,885-13.4% | $5,851-42.5% |
| Admin fee / account holder | $1,057 | $6,175-82.9% | $5,354-80.3% | $11,599-90.9% |