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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 | $72,071-71.8% | $68,368-70.3% | $137,256-85.2% |
| Participation rate | 64.7% | 76.2%-11.5pp | 73.8%-9.0pp | 80.0%-15.3pp |
| Annual return | 16.63% | 353.14%-336.5pp | 292.57%-275.9pp | 220.34%-203.7pp |
| Employer contribution / active EE | $847 | $2,788-69.6% | $2,649-68.0% | $4,156-79.6% |
| Participant deferral / active EE | $2,824 | $4,410-36.0% | $4,123-31.5% | $6,407-55.9% |
| Admin fee / account holder | $3,172 | $5,336-40.6% | $5,150-38.4% | $12,270-74.2% |