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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 | $18,812 | $149,040-87.4% | $120,225-84.4% | $137,256-86.3% |
| Participation rate | 50.0% | 75.4%-25.4pp | 69.6%-19.6pp | 80.0%-30.0pp |
| Annual return | 20.01% | 605.68%-585.7pp | 439.23%-419.2pp | 220.34%-200.3pp |
| Employer contribution / active EE | $112 | $4,350-97.4% | $3,475-96.8% | $4,156-97.3% |
| Participant deferral / active EE | $3,671 | $4,655-21.1% | $3,999-8.2% | $6,407-42.7% |
| Admin fee / account holder | $511 | $6,348-91.9% | $5,696-91.0% | $12,270-95.8% |