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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 | $46,789 | $110,039-57.5% | $97,260-51.9% | $145,884-67.9% |
| Participation rate | 31.3% | 75.9%-44.7pp | 72.7%-41.4pp | 80.3%-49.1pp |
| Annual return | 13.39% | 244.44%-231.1pp | 75.54%-62.1pp | 551.85%-538.5pp |
| Employer contribution / active EE | $703 | $3,074-77.1% | $2,721-74.2% | $4,662-84.9% |
| Participant deferral / active EE | $1,988 | $4,674-57.5% | $4,262-53.4% | $6,690-70.3% |
| Admin fee / account holder | $968 | $6,204-84.4% | $5,640-82.8% | $13,392-92.8% |