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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 | $58,739 | $126,113-53.4% | $116,096-49.4% | $155,188-62.2% |
| Participation rate | 40.9% | 75.1%-34.2pp | 73.3%-32.4pp | 80.8%-39.9pp |
| Annual return | 17.01% | 391.72%-374.7pp | 326.25%-309.2pp | 148.84%-131.8pp |
| Employer contribution / active EE | $783 | $2,672-70.7% | $2,503-68.7% | $4,248-81.6% |
| Participant deferral / active EE | $1,201 | $4,162-71.1% | $3,952-69.6% | $6,531-81.6% |
| Admin fee / account holder | $4,218 | $8,045-47.6% | $7,704-45.2% | $14,480-70.9% |