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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 | $65,503 | $81,208-19.3% | $98,916-33.8% | $79,858-18.0% |
| Participation rate | 33.3% | 72.5%-39.2pp | 76.0%-42.7pp | 69.6%-36.3pp |
| Annual return | 13.37% | 60.99%-47.6pp | 196.45%-183.1pp | 31.72%-18.3pp |
| Employer contribution / active EE | $682 | $1,960-65.2% | $2,689-74.6% | $2,471-72.4% |
| Participant deferral / active EE | $1,688 | $3,265-48.3% | $4,245-60.2% | $3,740-54.9% |
| Admin fee / account holder | $2,667 | $6,013-55.7% | $6,642-59.9% | $5,306-49.7% |