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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 | $100,073-44.9% | $85,126-35.2% | $145,877-62.2% |
| Participation rate | 22.2% | 74.1%-51.9pp | 67.5%-45.3pp | 80.3%-58.1pp |
| Annual return | 20.56% | 84.11%-63.6pp | 66.63%-46.1pp | 551.28%-530.7pp |
| Employer contribution / active EE | $781 | $3,236-75.9% | $2,731-71.4% | $4,663-83.3% |
| Participant deferral / active EE | $3,147 | $5,294-40.6% | $4,523-30.4% | $6,691-53.0% |
| Admin fee / account holder | $397 | $7,261-94.5% | $6,160-93.6% | $13,402-97.0% |