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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 | $36,458 | $49,199-25.9% | $121,210-69.9% | $75,177-51.5% |
| Participation rate | 28.9% | 55.4%-26.6pp | 69.5%-40.7pp | 67.2%-38.3pp |
| Annual return | 18.30% | 56.04%-37.7pp | 987.41%-969.1pp | 160.75%-142.5pp |
| Employer contribution / active EE | $973 | $1,547-37.1% | $4,171-76.7% | $2,671-63.6% |
| Participant deferral / active EE | $1,791 | $2,630-31.9% | $4,084-56.2% | $4,126-56.6% |
| Admin fee / account holder | $1,195 | $3,946-69.7% | $5,647-78.8% | $5,651-78.9% |