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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 | $51,344 | $119,143-56.9% | $88,632-42.1% | $152,909-66.4% |
| Participation rate | 36.4% | 73.4%-37.1pp | 68.8%-32.4pp | 82.5%-46.1pp |
| Annual return | 25.23% | 48.12%-22.9pp | 43.75%-18.5pp | 345.46%-320.2pp |
| Employer contribution / active EE | $194 | $2,675-92.7% | $2,101-90.7% | $4,764-95.9% |
| Participant deferral / active EE | $1,840 | $3,555-48.2% | $2,917-36.9% | $5,851-68.5% |
| Admin fee / account holder | $4,551 | $5,875-22.5% | $4,308+5.6% | $11,601-60.8% |