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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 | $47,301 | $102,595-53.9% | $94,057-49.7% | $154,746-69.4% |
| Participation rate | 23.8% | 76.0%-52.2pp | 73.3%-49.5pp | 80.7%-56.9pp |
| Annual return | 17.61% | 583.42%-565.8pp | 480.62%-463.0pp | 172.34%-154.7pp |
| Employer contribution / active EE | $479 | $3,147-84.8% | $2,933-83.7% | $4,379-89.1% |
| Participant deferral / active EE | $1,355 | $5,118-73.5% | $4,709-71.2% | $6,730-79.9% |
| Admin fee / account holder | $558 | $7,736-92.8% | $7,244-92.3% | $14,365-96.1% |