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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 | $64,280 | $103,038-37.6% | $90,324-28.8% | $152,909-58.0% |
| Participation rate | 57.1% | 75.9%-18.7pp | 73.3%-16.1pp | 82.5%-25.3pp |
| Annual return | 86.73% | 95.25%-8.5pp | 78.15%+8.6pp | 345.46%-258.7pp |
| Employer contribution / active EE | $933 | $3,141-70.3% | $2,856-67.3% | $4,764-80.4% |
| Participant deferral / active EE | $3,598 | $4,282-16.0% | $3,885-7.4% | $5,851-38.5% |
| Admin fee / account holder | $781 | $6,177-87.4% | $5,356-85.4% | $11,601-93.3% |