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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 | $54,886 | $103,008-46.7% | $90,304-39.2% | $152,897-64.1% |
| Participation rate | 34.8% | 75.9%-41.1pp | 73.3%-38.5pp | 82.5%-47.7pp |
| Annual return | 20.65% | 95.22%-74.6pp | 78.13%-57.5pp | 345.43%-324.8pp |
| Employer contribution / active EE | $382 | $3,139-87.8% | $2,855-86.6% | $4,764-92.0% |
| Participant deferral / active EE | $1,579 | $4,281-63.1% | $3,885-59.4% | $5,851-73.0% |
| Admin fee / account holder | $1,759 | $6,175-71.5% | $5,354-67.1% | $11,599-84.8% |