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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 | $20,331 | $102,595-80.2% | $94,057-78.4% | $154,746-86.9% |
| Participation rate | 64.7% | 76.0%-11.3pp | 73.3%-8.6pp | 80.7%-16.0pp |
| Annual return | 16.63% | 583.42%-566.8pp | 480.62%-464.0pp | 172.34%-155.7pp |
| Employer contribution / active EE | $847 | $3,147-73.1% | $2,933-71.1% | $4,379-80.6% |
| Participant deferral / active EE | $2,824 | $5,118-44.8% | $4,709-40.0% | $6,730-58.0% |
| Admin fee / account holder | $3,172 | $7,736-59.0% | $7,244-56.2% | $14,365-77.9% |