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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 | $31,200 | $81,208-61.6% | $98,920-68.5% | $79,852-60.9% |
| Participation rate | 44.2% | 72.5%-28.3pp | 76.0%-31.8pp | 69.6%-25.4pp |
| Annual return | 12.85% | 60.99%-48.1pp | 196.47%-183.6pp | 31.72%-18.9pp |
| Employer contribution / active EE | $824 | $1,960-57.9% | $2,689-69.4% | $2,471-66.6% |
| Participant deferral / active EE | $1,463 | $3,265-55.2% | $4,245-65.5% | $3,740-60.9% |
| Admin fee / account holder | $5,147 | $6,013-14.4% | $6,643-22.5% | $5,306-3.0% |