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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 | $43,692 | $99,921-56.3% | $85,009-48.6% | $145,959-70.1% |
| Participation rate | 33.3% | 74.1%-40.8pp | 67.5%-34.2pp | 80.3%-47.0pp |
| Annual return | 24.55% | 83.89%-59.3pp | 66.47%-41.9pp | 561.95%-537.4pp |
| Employer contribution / active EE | $853 | $3,233-73.6% | $2,728-68.7% | $4,661-81.7% |
| Participant deferral / active EE | $4,663 | $5,293-11.9% | $4,522+3.1% | $6,689-30.3% |
| Admin fee / account holder | $357 | $7,252-95.1% | $6,153-94.2% | $13,398-97.3% |