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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 | $100,139-56.4% | $85,187-48.7% | $145,884-70.1% |
| Participation rate | 33.3% | 74.1%-40.8pp | 67.5%-34.2pp | 80.3%-47.0pp |
| Annual return | 24.55% | 84.15%-59.6pp | 66.67%-42.1pp | 551.85%-527.3pp |
| Employer contribution / active EE | $853 | $3,238-73.7% | $2,732-68.8% | $4,662-81.7% |
| Participant deferral / active EE | $4,663 | $5,296-12.0% | $4,525+3.0% | $6,690-30.3% |
| Admin fee / account holder | $357 | $7,262-95.1% | $6,162-94.2% | $13,392-97.3% |