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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 | $54,109 | $100,073-45.9% | $85,126-36.4% | $145,877-62.9% |
| Participation rate | 33.3% | 74.1%-40.8pp | 67.5%-34.2pp | 80.3%-47.0pp |
| Annual return | 8.88% | 84.11%-75.2pp | 66.63%-57.7pp | 551.28%-542.4pp |
| Employer contribution / active EE | $846 | $3,236-73.8% | $2,731-69.0% | $4,663-81.8% |
| Participant deferral / active EE | $1,054 | $5,294-80.1% | $4,523-76.7% | $6,691-84.2% |
| Admin fee / account holder | $7,807 | $7,261+7.5% | $6,160+26.7% | $13,402-41.8% |