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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 | $33,047 | $103,038-67.9% | $90,324-63.4% | $152,909-78.4% |
| Participation rate | 37.5% | 75.9%-38.4pp | 73.3%-35.8pp | 82.5%-45.0pp |
| Annual return | 21.37% | 95.25%-73.9pp | 78.15%-56.8pp | 345.46%-324.1pp |
| Employer contribution / active EE | $764 | $3,141-75.7% | $2,856-73.3% | $4,764-84.0% |
| Participant deferral / active EE | $2,161 | $4,282-49.5% | $3,885-44.4% | $5,851-63.1% |
| Admin fee / account holder | $8,333 | $6,177+34.9% | $5,356+55.6% | $11,601-28.2% |