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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 | $21,536 | $70,366-69.4% | $66,674-67.7% | $138,895-84.5% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.7%-23.7pp | 79.9%-29.9pp |
| Annual return | 17.84% | 386.41%-368.6pp | 321.24%-303.4pp | 145.39%-127.6pp |
| Employer contribution / active EE | $946 | $2,765-65.8% | $2,620-63.9% | $4,194-77.5% |
| Participant deferral / active EE | $3,331 | $4,374-23.9% | $4,084-18.4% | $6,396-47.9% |
| Admin fee / account holder | $381 | $5,262-92.8% | $5,098-92.5% | $12,562-97.0% |