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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 | $33,115 | $149,040-77.8% | $120,225-72.5% | $137,256-75.9% |
| Participation rate | 60.0% | 75.4%-15.4pp | 69.6%-9.6pp | 80.0%-20.0pp |
| Annual return | 13.67% | 605.68%-592.0pp | 439.23%-425.6pp | 220.34%-206.7pp |
| Employer contribution / active EE | $451 | $4,350-89.6% | $3,475-87.0% | $4,156-89.1% |
| Participant deferral / active EE | $2,240 | $4,655-51.9% | $3,999-44.0% | $6,407-65.0% |
| Admin fee / account holder | $711 | $6,348-88.8% | $5,696-87.5% | $12,270-94.2% |