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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 | $29,434 | $89,370-67.1% | $141,197-79.2% | $72,976-59.7% |
| Participation rate | 57.9% | 75.1%-17.2pp | 82.5%-24.6pp | 69.5%-11.6pp |
| Annual return | 56.45% | 111.88%-55.4pp | 71.41%-15.0pp | 81.02%-24.6pp |
| Employer contribution / active EE | $2,138 | $3,115-31.4% | $4,736-54.9% | $2,440-12.4% |
| Participant deferral / active EE | $3,514 | $5,419-35.1% | $6,710-47.6% | $3,608-2.6% |
| Admin fee / account holder | $772 | $5,957-87.0% | $10,265-92.5% | $5,124-84.9% |