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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 | $28,749 | $70,366-59.1% | $66,674-56.9% | $138,895-79.3% |
| Participation rate | 35.7% | 76.2%-40.5pp | 73.7%-38.0pp | 79.9%-44.2pp |
| Annual return | 17.86% | 386.41%-368.5pp | 321.24%-303.4pp | 145.39%-127.5pp |
| Employer contribution / active EE | $486 | $2,765-82.4% | $2,620-81.4% | $4,194-88.4% |
| Participant deferral / active EE | $1,296 | $4,374-70.4% | $4,084-68.3% | $6,396-79.7% |
| Admin fee / account holder | $307 | $5,262-94.2% | $5,098-94.0% | $12,562-97.6% |