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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 | $35,846 | $100,073-64.2% | $85,126-57.9% | $145,877-75.4% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 21.40% | 84.11%-62.7pp | 66.63%-45.2pp | 551.28%-529.9pp |
| Employer contribution / active EE | $737 | $3,236-77.2% | $2,731-73.0% | $4,663-84.2% |
| Participant deferral / active EE | $3,503 | $5,294-33.8% | $4,523-22.6% | $6,691-47.6% |
| Admin fee / account holder | $3,073 | $7,261-57.7% | $6,160-50.1% | $13,402-77.1% |