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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 | $47,995 | $100,139-52.1% | $85,187-43.7% | $145,884-67.1% |
| Participation rate | 38.1% | 74.1%-36.0pp | 67.5%-29.4pp | 80.3%-42.2pp |
| Annual return | 13.61% | 84.15%-70.5pp | 66.67%-53.1pp | 551.85%-538.2pp |
| Employer contribution / active EE | $701 | $3,238-78.4% | $2,732-74.4% | $4,662-85.0% |
| Participant deferral / active EE | $2,468 | $5,296-53.4% | $4,525-45.5% | $6,690-63.1% |
| Admin fee / account holder | $791 | $7,262-89.1% | $6,162-87.2% | $13,392-94.1% |