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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 | $35,821 | $72,071-50.3% | $68,368-47.6% | $137,256-73.9% |
| Participation rate | 41.2% | 76.2%-35.1pp | 73.8%-32.6pp | 80.0%-38.8pp |
| Annual return | 22.15% | 353.14%-331.0pp | 292.57%-270.4pp | 220.34%-198.2pp |
| Employer contribution / active EE | $798 | $2,788-71.4% | $2,649-69.9% | $4,156-80.8% |
| Participant deferral / active EE | $1,305 | $4,410-70.4% | $4,123-68.4% | $6,407-79.6% |
| Admin fee / account holder | $600 | $5,336-88.7% | $5,150-88.3% | $12,270-95.1% |