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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 | $62,524 | $103,008-39.3% | $90,304-30.8% | $152,897-59.1% |
| Participation rate | 21.1% | 75.9%-54.8pp | 73.3%-52.2pp | 82.5%-61.4pp |
| Annual return | 19.67% | 95.22%-75.6pp | 78.13%-58.5pp | 345.43%-325.8pp |
| Employer contribution / active EE | $626 | $3,139-80.1% | $2,855-78.1% | $4,764-86.9% |
| Participant deferral / active EE | $1,289 | $4,281-69.9% | $3,885-66.8% | $5,851-78.0% |
| Admin fee / account holder | $878 | $6,175-85.8% | $5,354-83.6% | $11,599-92.4% |