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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 | $27,182 | $100,203-72.9% | $85,240-68.1% | $145,897-81.4% |
| Participation rate | 30.8% | 74.1%-43.3pp | 67.5%-36.8pp | 80.3%-49.5pp |
| Annual return | 14.17% | 84.28%-70.1pp | 66.75%-52.6pp | 552.29%-538.1pp |
| Employer contribution / active EE | $995 | $3,242-69.3% | $2,735-63.6% | $4,663-78.7% |
| Participant deferral / active EE | $4,795 | $5,299-9.5% | $4,527+5.9% | $6,689-28.3% |
| Admin fee / account holder | $1,020 | $7,265-86.0% | $6,165-83.4% | $13,390-92.4% |