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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 | $42,755 | $100,139-57.3% | $85,187-49.8% | $145,884-70.7% |
| Participation rate | 16.7% | 74.1%-57.4pp | 67.5%-50.9pp | 80.3%-63.6pp |
| Annual return | 11.70% | 84.15%-72.4pp | 66.67%-55.0pp | 551.85%-540.1pp |
| Employer contribution / active EE | $1,505 | $3,238-53.5% | $2,732-44.9% | $4,662-67.7% |
| Participant deferral / active EE | $1,891 | $5,296-64.3% | $4,525-58.2% | $6,690-71.7% |
| Admin fee / account holder | $1,008 | $7,262-86.1% | $6,162-83.6% | $13,392-92.5% |