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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 | $31,736 | $103,000-69.2% | $90,300-64.9% | $152,885-79.2% |
| Participation rate | 46.2% | 75.9%-29.7pp | 73.3%-27.1pp | 82.5%-36.3pp |
| Annual return | 21.10% | 95.19%-74.1pp | 78.11%-57.0pp | 345.39%-324.3pp |
| Employer contribution / active EE | $845 | $3,138-73.1% | $2,854-70.4% | $4,763-82.3% |
| Participant deferral / active EE | $1,315 | $4,281-69.3% | $3,884-66.2% | $5,851-77.5% |
| Admin fee / account holder | $7,010 | $6,173+13.5% | $5,353+31.0% | $11,598-39.6% |