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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 | $36,357 | $63,342-42.6% | $92,236-60.6% | $70,131-48.2% |
| Participation rate | 54.8% | 68.7%-13.8pp | 76.5%-21.6pp | 69.5%-14.7pp |
| Annual return | 22.12% | 530.15%-508.0pp | 176.29%-154.2pp | 73.14%-51.0pp |
| Employer contribution / active EE | $855 | $2,471-65.4% | $3,679-76.8% | $2,342-63.5% |
| Participant deferral / active EE | $1,470 | $2,854-48.5% | $3,897-62.3% | $3,332-55.9% |
| Admin fee / account holder | $893 | $3,840-76.8% | $5,194-82.8% | $4,645-80.8% |