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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 | $29,857 | $106,918-72.1% | $84,021-64.5% | $152,897-80.5% |
| Participation rate | 54.5% | 75.2%-20.7pp | 69.0%-14.5pp | 82.5%-27.9pp |
| Annual return | 28.47% | 105.01%-76.5pp | 71.32%-42.8pp | 345.43%-317.0pp |
| Employer contribution / active EE | $830 | $2,735-69.6% | $1,984-58.1% | $4,764-82.6% |
| Participant deferral / active EE | $3,294 | $4,012-17.9% | $3,239+1.7% | $5,851-43.7% |
| Admin fee / account holder | $3,012 | $8,288-63.7% | $6,102-50.6% | $11,599-74.0% |