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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 | $100,073-69.9% | $85,126-64.6% | $145,877-79.3% |
| Participation rate | 46.2% | 74.1%-28.0pp | 67.5%-21.4pp | 80.3%-34.1pp |
| Annual return | 13.44% | 84.11%-70.7pp | 66.63%-53.2pp | 551.28%-537.8pp |
| Employer contribution / active EE | $1,030 | $3,236-68.2% | $2,731-62.3% | $4,663-77.9% |
| Participant deferral / active EE | $1,371 | $5,294-74.1% | $4,523-69.7% | $6,691-79.5% |
| Admin fee / account holder | $2,141 | $7,261-70.5% | $6,160-65.2% | $13,402-84.0% |