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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 | $30,157 | $99,921-69.8% | $85,009-64.5% | $145,959-79.3% |
| Participation rate | 46.2% | 74.1%-27.9pp | 67.5%-21.4pp | 80.3%-34.1pp |
| Annual return | 13.44% | 83.89%-70.4pp | 66.47%-53.0pp | 561.95%-548.5pp |
| Employer contribution / active EE | $1,030 | $3,233-68.1% | $2,728-62.3% | $4,661-77.9% |
| Participant deferral / active EE | $1,371 | $5,293-74.1% | $4,522-69.7% | $6,689-79.5% |
| Admin fee / account holder | $2,141 | $7,252-70.5% | $6,153-65.2% | $13,398-84.0% |