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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 | $65,060 | $99,652-34.7% | $78,778-17.4% | $147,586-55.9% |
| Participation rate | 40.0% | 76.2%-36.2pp | 69.2%-29.2pp | 82.8%-42.8pp |
| Annual return | 16.17% | 47.28%-31.1pp | 35.62%-19.4pp | 578.59%-562.4pp |
| Employer contribution / active EE | $781 | $2,796-72.1% | $1,986-60.7% | $4,876-84.0% |
| Participant deferral / active EE | $1,322 | $3,664-63.9% | $2,958-55.3% | $5,439-75.7% |
| Admin fee / account holder | $386 | $7,155-94.6% | $5,134-92.5% | $10,886-96.5% |