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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 | $35,166 | $90,691-61.2% | $76,119-53.8% | $145,884-75.9% |
| Participation rate | 35.7% | 74.5%-38.8pp | 69.1%-33.4pp | 80.3%-44.6pp |
| Annual return | 10.54% | 624.52%-614.0pp | 361.25%-350.7pp | 551.85%-541.3pp |
| Employer contribution / active EE | $993 | $3,329-70.2% | $2,693-63.1% | $4,662-78.7% |
| Participant deferral / active EE | $2,398 | $5,167-53.6% | $4,259-43.7% | $6,690-64.1% |
| Admin fee / account holder | $1,883 | $8,383-77.5% | $6,421-70.7% | $13,392-85.9% |