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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 | $58,429 | $106,918-45.4% | $84,021-30.5% | $152,897-61.8% |
| Participation rate | 33.3% | 75.2%-41.9pp | 69.0%-35.7pp | 82.5%-49.1pp |
| Annual return | 19.30% | 105.01%-85.7pp | 71.32%-52.0pp | 345.43%-326.1pp |
| Employer contribution / active EE | $857 | $2,735-68.7% | $1,984-56.8% | $4,764-82.0% |
| Participant deferral / active EE | $1,689 | $4,012-57.9% | $3,239-47.9% | $5,851-71.1% |
| Admin fee / account holder | $2,204 | $8,288-73.4% | $6,102-63.9% | $11,599-81.0% |