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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 | $25,090 | $103,038-75.7% | $90,324-72.2% | $152,909-83.6% |
| Participation rate | 33.3% | 75.9%-42.5pp | 73.3%-39.9pp | 82.5%-49.1pp |
| Annual return | 30.29% | 95.25%-65.0pp | 78.15%-47.9pp | 345.46%-315.2pp |
| Employer contribution / active EE | $854 | $3,141-72.8% | $2,856-70.1% | $4,764-82.1% |
| Participant deferral / active EE | $2,653 | $4,282-38.0% | $3,885-31.7% | $5,851-54.7% |
| Admin fee / account holder | $653 | $6,177-89.4% | $5,356-87.8% | $11,601-94.4% |