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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 | $36,844 | $107,941-65.9% | $91,994-59.9% | $152,909-75.9% |
| Participation rate | 53.8% | 81.2%-27.3pp | 78.6%-24.8pp | 82.5%-28.6pp |
| Annual return | 21.95% | 89.28%-67.3pp | 69.04%-47.1pp | 345.46%-323.5pp |
| Employer contribution / active EE | $775 | $4,212-81.6% | $3,453-77.6% | $4,764-83.7% |
| Participant deferral / active EE | $2,183 | $6,366-65.7% | $5,924-63.1% | $5,851-62.7% |
| Admin fee / account holder | $380 | $10,521-96.4% | $7,744-95.1% | $11,601-96.7% |