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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 | $73,912 | $100,139-26.2% | $85,187-13.2% | $145,884-49.3% |
| Participation rate | 33.3% | 74.1%-40.8pp | 67.5%-34.2pp | 80.3%-47.0pp |
| Annual return | 17.34% | 84.15%-66.8pp | 66.67%-49.3pp | 551.85%-534.5pp |
| Employer contribution / active EE | $539 | $3,238-83.4% | $2,732-80.3% | $4,662-88.4% |
| Participant deferral / active EE | $2,186 | $5,296-58.7% | $4,525-51.7% | $6,690-67.3% |
| Admin fee / account holder | $335 | $7,262-95.4% | $6,162-94.6% | $13,392-97.5% |