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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 | $61,666 | $99,995-38.3% | $85,063-27.5% | $145,978-57.8% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 26.48% | 83.99%-57.5pp | 66.54%-40.1pp | 550.52%-524.0pp |
| Employer contribution / active EE | $722 | $3,231-77.7% | $2,727-73.5% | $4,662-84.5% |
| Participant deferral / active EE | $5,790 | $5,295+9.3% | $4,523+28.0% | $6,690-13.5% |
| Admin fee / account holder | $1,159 | $7,255-84.0% | $6,155-81.2% | $13,400-91.4% |