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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 | $64,942 | $105,960-38.7% | $81,726-20.5% | $158,982-59.2% |
| Participation rate | 33.3% | 75.6%-42.3pp | 72.0%-38.7pp | 82.0%-48.6pp |
| Annual return | 25.47% | 38.19%-12.7pp | 29.49%-4.0pp | 302.99%-277.5pp |
| Employer contribution / active EE | $747 | $7,805-90.4% | $4,311-82.7% | $4,763-84.3% |
| Participant deferral / active EE | $1,895 | $13,011-85.4% | $7,108-73.3% | $5,983-68.3% |
| Admin fee / account holder | $4,530 | $8,494-46.7% | $5,160-12.2% | $11,252-59.7% |