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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 | $23,592 | $109,967-78.5% | $97,197-75.7% | $145,877-83.8% |
| Participation rate | 52.6% | 76.0%-23.3pp | 72.7%-20.1pp | 80.3%-27.7pp |
| Annual return | 13.37% | 244.27%-230.9pp | 75.47%-62.1pp | 551.28%-537.9pp |
| Employer contribution / active EE | $514 | $3,077-83.3% | $2,723-81.1% | $4,663-89.0% |
| Participant deferral / active EE | $2,939 | $4,676-37.2% | $4,263-31.1% | $6,691-56.1% |
| Admin fee / account holder | $1,023 | $6,199-83.5% | $5,637-81.9% | $13,402-92.4% |