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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 | $22,495 | $101,063-77.7% | $81,473-72.4% | $147,586-84.8% |
| Participation rate | 33.3% | 74.5%-41.1pp | 68.0%-34.6pp | 82.8%-49.5pp |
| Annual return | 16.66% | 32.41%-15.7pp | 38.78%-22.1pp | 578.59%-561.9pp |
| Employer contribution / active EE | $511 | $3,206-84.0% | $2,568-80.1% | $4,876-89.5% |
| Participant deferral / active EE | $1,373 | $4,242-67.6% | $3,537-61.2% | $5,439-74.7% |
| Admin fee / account holder | $1,684 | $5,812-71.0% | $4,561-63.1% | $10,886-84.5% |