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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 | $41,450 | $99,921-58.5% | $85,009-51.2% | $145,959-71.6% |
| Participation rate | 16.7% | 74.1%-57.4pp | 67.5%-50.8pp | 80.3%-63.6pp |
| Annual return | 10.69% | 83.89%-73.2pp | 66.47%-55.8pp | 561.95%-551.3pp |
| Employer contribution / active EE | $753 | $3,233-76.7% | $2,728-72.4% | $4,661-83.8% |
| Participant deferral / active EE | $1,801 | $5,293-66.0% | $4,522-60.2% | $6,689-73.1% |
| Admin fee / account holder | $1,297 | $7,252-82.1% | $6,153-78.9% | $13,398-90.3% |