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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 | $30,747 | $99,921-69.2% | $85,009-63.8% | $145,959-78.9% |
| Participation rate | 69.2% | 74.1%-4.9pp | 67.5%+1.7pp | 80.3%-11.1pp |
| Annual return | 12.53% | 83.89%-71.4pp | 66.47%-53.9pp | 561.95%-549.4pp |
| Employer contribution / active EE | $819 | $3,233-74.7% | $2,728-70.0% | $4,661-82.4% |
| Participant deferral / active EE | $2,575 | $5,293-51.3% | $4,522-43.1% | $6,689-61.5% |
| Admin fee / account holder | $1,541 | $7,252-78.7% | $6,153-74.9% | $13,398-88.5% |