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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 | $47,880 | $81,208-41.0% | $98,920-51.6% | $79,852-40.0% |
| Participation rate | 33.3% | 72.5%-39.2pp | 76.0%-42.7pp | 69.6%-36.3pp |
| Annual return | 10.30% | 60.99%-50.7pp | 196.47%-186.2pp | 31.72%-21.4pp |
| Employer contribution / active EE | $818 | $1,960-58.2% | $2,689-69.6% | $2,471-66.9% |
| Participant deferral / active EE | $1,750 | $3,265-46.4% | $4,245-58.8% | $3,740-53.2% |
| Admin fee / account holder | $1,764 | $6,013-70.7% | $6,643-73.4% | $5,306-66.8% |