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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 | $34,545 | $102,632-66.3% | $81,988-57.9% | $158,950-78.3% |
| Participation rate | 61.1% | 75.5%-14.4pp | 69.3%-8.1pp | 82.0%-20.9pp |
| Annual return | 16.40% | 61.05%-44.7pp | 41.31%-24.9pp | 302.91%-286.5pp |
| Employer contribution / active EE | $1,770 | $3,241-45.4% | $2,498-29.1% | $4,762-62.8% |
| Participant deferral / active EE | $5,437 | $4,649+16.9% | $3,722+46.1% | $5,983-9.1% |
| Admin fee / account holder | $854 | $8,237-89.6% | $5,665-84.9% | $11,248-92.4% |