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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 | $44,737 | $110,093-59.4% | $97,295-54.0% | $145,897-69.3% |
| Participation rate | 52.6% | 75.9%-23.3pp | 72.7%-20.0pp | 80.3%-27.7pp |
| Annual return | 12.08% | 244.76%-232.7pp | 75.62%-63.5pp | 552.29%-540.2pp |
| Employer contribution / active EE | $764 | $3,077-75.2% | $2,723-71.9% | $4,663-83.6% |
| Participant deferral / active EE | $3,236 | $4,678-30.8% | $4,264-24.1% | $6,689-51.6% |
| Admin fee / account holder | $2,657 | $6,212-57.2% | $5,646-52.9% | $13,390-80.2% |