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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 | $42,185 | $100,203-57.9% | $85,240-50.5% | $145,897-71.1% |
| Participation rate | 30.0% | 74.1%-44.1pp | 67.5%-37.5pp | 80.3%-50.3pp |
| Annual return | 16.45% | 84.28%-67.8pp | 66.75%-50.3pp | 552.29%-535.8pp |
| Employer contribution / active EE | $805 | $3,242-75.2% | $2,735-70.6% | $4,663-82.7% |
| Participant deferral / active EE | $2,014 | $5,299-62.0% | $4,527-55.5% | $6,689-69.9% |
| Admin fee / account holder | $1,020 | $7,265-86.0% | $6,165-83.4% | $13,390-92.4% |