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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 | $17,333 | $90,530-80.9% | $76,030-77.2% | $145,897-88.1% |
| Participation rate | 42.1% | 74.4%-32.3pp | 69.1%-27.0pp | 80.3%-38.2pp |
| Annual return | 14.78% | 625.08%-610.3pp | 361.54%-346.8pp | 552.29%-537.5pp |
| Employer contribution / active EE | $600 | $3,319-81.9% | $2,688-77.7% | $4,663-87.1% |
| Participant deferral / active EE | $2,140 | $5,164-58.6% | $4,257-49.7% | $6,689-68.0% |
| Admin fee / account holder | $4,705 | $8,383-43.9% | $6,421-26.7% | $13,390-64.9% |