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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 | $42,292 | $114,119-62.9% | $107,187-60.5% | $138,895-69.6% |
| Participation rate | 31.3% | 78.1%-46.8pp | 75.0%-43.8pp | 79.9%-48.7pp |
| Annual return | 49.75% | 273.21%-223.5pp | 204.55%-154.8pp | 145.39%-95.6pp |
| Employer contribution / active EE | $896 | $4,059-77.9% | $3,782-76.3% | $4,194-78.6% |
| Participant deferral / active EE | $1,835 | $5,538-66.9% | $5,096-64.0% | $6,396-71.3% |
| Admin fee / account holder | $695 | $10,024-93.1% | $9,162-92.4% | $12,562-94.5% |