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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 | $51,732 | $103,000-49.8% | $90,300-42.7% | $152,885-66.2% |
| Participation rate | 33.3% | 75.9%-42.5pp | 73.3%-39.9pp | 82.5%-49.1pp |
| Annual return | 24.51% | 95.19%-70.7pp | 78.11%-53.6pp | 345.39%-320.9pp |
| Employer contribution / active EE | $1,620 | $3,138-48.4% | $2,854-43.3% | $4,763-66.0% |
| Participant deferral / active EE | $3,641 | $4,281-14.9% | $3,884-6.3% | $5,851-37.8% |
| Admin fee / account holder | $2,658 | $6,173-56.9% | $5,353-50.3% | $11,598-77.1% |