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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 | $48,988 | $208,088-76.5% | $186,193-73.7% | $154,746-68.3% |
| Participation rate | 37.5% | 80.0%-42.5pp | 77.1%-39.6pp | 80.7%-43.2pp |
| Annual return | 12.27% | 89.97%-77.7pp | 78.03%-65.8pp | 172.34%-160.1pp |
| Employer contribution / active EE | $1,317 | $4,340-69.7% | $3,918-66.4% | $4,379-69.9% |
| Participant deferral / active EE | $3,726 | $7,078-47.4% | $6,513-42.8% | $6,730-44.6% |
| Admin fee / account holder | $2,205 | $11,698-81.2% | $11,058-80.1% | $14,365-84.7% |