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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 | $29,415 | $103,000-71.4% | $90,300-67.4% | $152,885-80.8% |
| Participation rate | 44.4% | 75.9%-31.4pp | 73.3%-28.8pp | 82.5%-38.0pp |
| Annual return | 22.42% | 95.19%-72.8pp | 78.11%-55.7pp | 345.39%-323.0pp |
| Employer contribution / active EE | $866 | $3,138-72.4% | $2,854-69.6% | $4,763-81.8% |
| Participant deferral / active EE | $3,366 | $4,281-21.4% | $3,884-13.3% | $5,851-42.5% |
| Admin fee / account holder | $1,171 | $6,173-81.0% | $5,353-78.1% | $11,598-89.9% |