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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 | $62,013 | $102,638-39.6% | $81,982-24.4% | $158,982-61.0% |
| Participation rate | 35.3% | 75.5%-40.2pp | 69.3%-34.0pp | 82.0%-46.7pp |
| Annual return | 13.29% | 61.05%-47.8pp | 41.31%-28.0pp | 302.99%-289.7pp |
| Employer contribution / active EE | $785 | $3,241-75.8% | $2,498-68.6% | $4,763-83.5% |
| Participant deferral / active EE | $2,855 | $4,649-38.6% | $3,722-23.3% | $5,983-52.3% |
| Admin fee / account holder | $5,404 | $8,237-34.4% | $5,665-4.6% | $11,252-52.0% |