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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 | $58,695 | $108,942-46.1% | $100,415-41.5% | $145,897-59.8% |
| Participation rate | 44.4% | 83.0%-38.5pp | 81.5%-37.1pp | 80.3%-35.9pp |
| Annual return | 14.13% | 58.27%-44.1pp | 49.47%-35.3pp | 552.29%-538.2pp |
| Employer contribution / active EE | $1,656 | $4,422-62.6% | $3,943-58.0% | $4,663-64.5% |
| Participant deferral / active EE | $4,252 | $8,461-49.7% | $8,091-47.5% | $6,689-36.4% |
| Admin fee / account holder | $830 | $9,702-91.4% | $7,906-89.5% | $13,390-93.8% |