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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 | $55,184 | $100,203-44.9% | $85,240-35.3% | $145,897-62.2% |
| Participation rate | 22.2% | 74.1%-51.9pp | 67.5%-45.3pp | 80.3%-58.1pp |
| Annual return | 20.56% | 84.28%-63.7pp | 66.75%-46.2pp | 552.29%-531.7pp |
| Employer contribution / active EE | $781 | $3,242-75.9% | $2,735-71.4% | $4,663-83.2% |
| Participant deferral / active EE | $3,147 | $5,299-40.6% | $4,527-30.5% | $6,689-52.9% |
| Admin fee / account holder | $397 | $7,265-94.5% | $6,165-93.6% | $13,390-97.0% |