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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 | $41,472 | $115,810-64.2% | $101,271-59.0% | $158,966-73.9% |
| Participation rate | 22.2% | 79.4%-57.1pp | 75.8%-53.6pp | 82.0%-59.7pp |
| Annual return | 18.59% | 56.15%-37.6pp | 46.48%-27.9pp | 302.95%-284.4pp |
| Employer contribution / active EE | $810 | $4,175-80.6% | $3,660-77.9% | $4,762-83.0% |
| Participant deferral / active EE | $1,673 | $4,958-66.3% | $4,371-61.7% | $5,983-72.0% |
| Admin fee / account holder | $459 | $7,248-93.7% | $5,948-92.3% | $11,250-95.9% |