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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 | $60,423 | $149,040-59.5% | $120,225-49.7% | $137,256-56.0% |
| Participation rate | 40.0% | 75.4%-35.4pp | 69.6%-29.6pp | 80.0%-40.0pp |
| Annual return | 17.59% | 605.68%-588.1pp | 439.23%-421.6pp | 220.34%-202.7pp |
| Employer contribution / active EE | $837 | $4,350-80.8% | $3,475-75.9% | $4,156-79.9% |
| Participant deferral / active EE | $3,094 | $4,655-33.5% | $3,999-22.6% | $6,407-51.7% |
| Admin fee / account holder | $598 | $6,348-90.6% | $5,696-89.5% | $12,270-95.1% |