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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 | $34,768 | $72,071-51.8% | $68,368-49.1% | $137,256-74.7% |
| Participation rate | 56.3% | 76.2%-20.0pp | 73.8%-17.5pp | 80.0%-23.7pp |
| Annual return | 13.36% | 353.14%-339.8pp | 292.57%-279.2pp | 220.34%-207.0pp |
| Employer contribution / active EE | $894 | $2,788-67.9% | $2,649-66.2% | $4,156-78.5% |
| Participant deferral / active EE | $1,814 | $4,410-58.9% | $4,123-56.0% | $6,407-71.7% |
| Admin fee / account holder | $6,880 | $5,336+29.0% | $5,150+33.6% | $12,270-43.9% |