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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 | $29,431 | $107,353-72.6% | $92,903-68.3% | $152,885-80.7% |
| Participation rate | 33.3% | 79.8%-46.5pp | 76.0%-42.7pp | 82.5%-49.1pp |
| Annual return | 25.25% | 145.62%-120.4pp | 109.43%-84.2pp | 345.39%-320.1pp |
| Employer contribution / active EE | $957 | $4,222-77.3% | $3,653-73.8% | $4,763-79.9% |
| Participant deferral / active EE | $2,720 | $4,848-43.9% | $4,238-35.8% | $5,851-53.5% |
| Admin fee / account holder | $567 | $7,081-92.0% | $5,795-90.2% | $11,598-95.1% |