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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 | $56,531 | $132,099-57.2% | $115,599-51.1% | $138,895-59.3% |
| Participation rate | 37.5% | 77.9%-40.4pp | 74.3%-36.8pp | 79.9%-42.4pp |
| Annual return | 14.69% | 176.76%-162.1pp | 111.10%-96.4pp | 145.39%-130.7pp |
| Employer contribution / active EE | $954 | $3,416-72.1% | $2,955-67.7% | $4,194-77.3% |
| Participant deferral / active EE | $4,314 | $5,617-23.2% | $4,889-11.8% | $6,396-32.6% |
| Admin fee / account holder | $2,894 | $15,650-81.5% | $12,841-77.5% | $12,562-77.0% |