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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 | $54,776 | $109,411-49.9% | $89,435-38.8% | $158,982-65.5% |
| Participation rate | 28.6% | 74.3%-45.7pp | 68.0%-39.4pp | 82.0%-53.4pp |
| Annual return | 8.19% | 345.68%-337.5pp | 245.55%-237.4pp | 302.99%-294.8pp |
| Employer contribution / active EE | $437 | $3,173-86.2% | $2,587-83.1% | $4,763-90.8% |
| Participant deferral / active EE | $2,179 | $4,600-52.6% | $3,890-44.0% | $5,983-63.6% |
| Admin fee / account holder | $1,286 | $6,159-79.1% | $4,884-73.7% | $11,252-88.6% |