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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 | $41,233 | $100,139-58.8% | $85,187-51.6% | $145,884-71.7% |
| Participation rate | 52.6% | 74.1%-21.5pp | 67.5%-14.9pp | 80.3%-27.7pp |
| Annual return | 17.61% | 84.15%-66.5pp | 66.67%-49.1pp | 551.85%-534.2pp |
| Employer contribution / active EE | $859 | $3,238-73.5% | $2,732-68.6% | $4,662-81.6% |
| Participant deferral / active EE | $1,139 | $5,296-78.5% | $4,525-74.8% | $6,690-83.0% |
| Admin fee / account holder | $3,896 | $7,262-46.3% | $6,162-36.8% | $13,392-70.9% |