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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 | $58,916 | $108,911-45.9% | $100,392-41.3% | $145,884-59.6% |
| Participation rate | 25.0% | 83.0%-58.0pp | 81.5%-56.5pp | 80.3%-55.3pp |
| Annual return | 33.72% | 58.23%-24.5pp | 49.45%-15.7pp | 551.85%-518.1pp |
| Employer contribution / active EE | $706 | $4,420-84.0% | $3,941-82.1% | $4,662-84.9% |
| Participant deferral / active EE | $2,651 | $8,459-68.7% | $8,090-67.2% | $6,690-60.4% |
| Admin fee / account holder | $3,323 | $9,698-65.7% | $7,904-58.0% | $13,392-75.2% |