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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 | $100,073-62.7% | $85,126-56.1% | $145,877-74.4% |
| Participation rate | 30.4% | 74.1%-43.7pp | 67.5%-37.1pp | 80.3%-49.9pp |
| Annual return | 26.72% | 84.11%-57.4pp | 66.63%-39.9pp | 551.28%-524.6pp |
| Employer contribution / active EE | $795 | $3,236-75.4% | $2,731-70.9% | $4,663-83.0% |
| Participant deferral / active EE | $2,444 | $5,294-53.8% | $4,523-46.0% | $6,691-63.5% |
| Admin fee / account holder | $3,623 | $7,261-50.1% | $6,160-41.2% | $13,402-73.0% |