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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 | $38,987 | $103,038-62.2% | $90,324-56.8% | $152,909-74.5% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.5%-32.5pp |
| Annual return | 17.99% | 95.25%-77.3pp | 78.15%-60.2pp | 345.46%-327.5pp |
| Employer contribution / active EE | $665 | $3,141-78.8% | $2,856-76.7% | $4,764-86.0% |
| Participant deferral / active EE | $2,485 | $4,282-42.0% | $3,885-36.0% | $5,851-57.5% |
| Admin fee / account holder | $8,767 | $6,177+41.9% | $5,356+63.7% | $11,601-24.4% |