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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 | $65,290 | $135,956-52.0% | $123,894-47.3% | $273,972-76.2% |
| Participation rate | 41.7% | 84.1%-42.4pp | 81.4%-39.7pp | 83.0%-41.3pp |
| Annual return | 0.00% | 56.63%-56.6pp | 47.52%-47.5pp | 41.46%-41.5pp |
| Employer contribution / active EE | $1,150 | $5,170-77.8% | $4,617-75.1% | $4,869-76.4% |
| Participant deferral / active EE | $2,404 | $6,343-62.1% | $5,984-59.8% | $5,287-54.5% |
| Admin fee / account holder | $4,661 | $9,817-52.5% | $8,357-44.2% | $10,133-54.0% |