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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 | $53,263 | $56,431-5.6% | $130,788-59.3% | $87,485-39.1% |
| Participation rate | 48.5% | 58.9%-10.5pp | 70.1%-21.6pp | 68.9%-20.4pp |
| Annual return | 14.78% | 91.27%-76.5pp | 386.44%-371.7pp | 26.06%-11.3pp |
| Employer contribution / active EE | $777 | $1,549-49.8% | $3,558-78.2% | $2,596-70.1% |
| Participant deferral / active EE | $3,290 | $2,749+19.7% | $4,137-20.5% | $4,274-23.0% |
| Admin fee / account holder | $2,339 | $4,433-47.2% | $6,673-64.9% | $7,775-69.9% |