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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 | $29,525 | $90,691-67.4% | $76,119-61.2% | $145,884-79.8% |
| Participation rate | 42.9% | 74.5%-31.6pp | 69.1%-26.2pp | 80.3%-37.4pp |
| Annual return | 11.86% | 624.52%-612.7pp | 361.25%-349.4pp | 551.85%-540.0pp |
| Employer contribution / active EE | $878 | $3,329-73.6% | $2,693-67.4% | $4,662-81.2% |
| Participant deferral / active EE | $2,016 | $5,167-61.0% | $4,259-52.7% | $6,690-69.9% |
| Admin fee / account holder | $322 | $8,383-96.2% | $6,421-95.0% | $13,392-97.6% |