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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 | $42,575 | $99,652-57.3% | $78,778-46.0% | $147,585-71.2% |
| Participation rate | 30.8% | 76.2%-45.5pp | 69.2%-38.4pp | 82.8%-52.1pp |
| Annual return | 15.54% | 47.28%-31.7pp | 35.62%-20.1pp | 578.58%-563.0pp |
| Employer contribution / active EE | $816 | $2,796-70.8% | $1,986-58.9% | $4,876-83.3% |
| Participant deferral / active EE | $2,375 | $3,664-35.2% | $2,958-19.7% | $5,439-56.3% |
| Admin fee / account holder | $1,677 | $7,155-76.6% | $5,134-67.3% | $10,886-84.6% |