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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 | $65,380 | $107,941-39.4% | $91,994-28.9% | $152,909-57.2% |
| Participation rate | 30.0% | 81.2%-51.2pp | 78.6%-48.6pp | 82.5%-52.5pp |
| Annual return | 25.98% | 89.28%-63.3pp | 69.04%-43.1pp | 345.46%-319.5pp |
| Employer contribution / active EE | $712 | $4,212-83.1% | $3,453-79.4% | $4,764-85.0% |
| Participant deferral / active EE | $3,982 | $6,366-37.4% | $5,924-32.8% | $5,851-31.9% |
| Admin fee / account holder | $806 | $10,521-92.3% | $7,744-89.6% | $11,601-93.1% |