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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 | $32,560 | $107,941-69.8% | $91,994-64.6% | $152,897-78.7% |
| Participation rate | 57.9% | 81.2%-23.3pp | 78.6%-20.7pp | 82.5%-24.6pp |
| Annual return | 22.07% | 89.28%-67.2pp | 69.04%-47.0pp | 345.43%-323.4pp |
| Employer contribution / active EE | $1,866 | $4,212-55.7% | $3,453-46.0% | $4,764-60.8% |
| Participant deferral / active EE | $4,386 | $6,366-31.1% | $5,924-26.0% | $5,851-25.0% |
| Admin fee / account holder | $912 | $10,521-91.3% | $7,744-88.2% | $11,599-92.1% |