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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 | $61,346 | $103,008-40.4% | $90,304-32.1% | $152,897-59.9% |
| Participation rate | 35.0% | 75.9%-40.9pp | 73.3%-38.3pp | 82.5%-47.5pp |
| Annual return | 21.16% | 95.22%-74.1pp | 78.13%-57.0pp | 345.43%-324.3pp |
| Employer contribution / active EE | $995 | $3,139-68.3% | $2,855-65.1% | $4,764-79.1% |
| Participant deferral / active EE | $2,101 | $4,281-50.9% | $3,885-45.9% | $5,851-64.1% |
| Admin fee / account holder | $1,328 | $6,175-78.5% | $5,354-75.2% | $11,599-88.5% |