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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 | $38,257 | $72,071-46.9% | $68,368-44.0% | $137,256-72.1% |
| Participation rate | 31.8% | 76.2%-44.4pp | 73.8%-41.9pp | 80.0%-48.1pp |
| Annual return | 16.98% | 353.14%-336.2pp | 292.57%-275.6pp | 220.34%-203.4pp |
| Employer contribution / active EE | $775 | $2,788-72.2% | $2,649-70.7% | $4,156-81.3% |
| Participant deferral / active EE | $956 | $4,410-78.3% | $4,123-76.8% | $6,407-85.1% |
| Admin fee / account holder | $518 | $5,336-90.3% | $5,150-89.9% | $12,270-95.8% |