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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 | $40,031 | $95,601-58.1% | $77,183-48.1% | $139,456-71.3% |
| Participation rate | 52.6% | 74.0%-21.3pp | 69.6%-16.9pp | 80.3%-27.7pp |
| Annual return | 17.66% | 54.96%-37.3pp | 37.89%-20.2pp | 373.45%-355.8pp |
| Employer contribution / active EE | $971 | $3,145-69.1% | $2,534-61.7% | $4,753-79.6% |
| Participant deferral / active EE | $2,177 | $4,623-52.9% | $3,833-43.2% | $6,711-67.6% |
| Admin fee / account holder | $622 | $8,302-92.5% | $5,475-88.6% | $11,407-94.5% |