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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 | $37,365 | $100,203-62.7% | $85,240-56.2% | $145,897-74.4% |
| Participation rate | 30.4% | 74.1%-43.7pp | 67.5%-37.1pp | 80.3%-49.9pp |
| Annual return | 26.72% | 84.28%-57.6pp | 66.75%-40.0pp | 552.29%-525.6pp |
| Employer contribution / active EE | $795 | $3,242-75.5% | $2,735-70.9% | $4,663-83.0% |
| Participant deferral / active EE | $2,444 | $5,299-53.9% | $4,527-46.0% | $6,689-63.5% |
| Admin fee / account holder | $3,623 | $7,265-50.1% | $6,165-41.2% | $13,390-72.9% |