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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 | $23,895 | $70,366-66.0% | $66,674-64.2% | $138,895-82.8% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.7%-23.7pp | 79.9%-29.9pp |
| Annual return | 17.36% | 386.41%-369.0pp | 321.24%-303.9pp | 145.39%-128.0pp |
| Employer contribution / active EE | $801 | $2,765-71.0% | $2,620-69.4% | $4,194-80.9% |
| Participant deferral / active EE | $1,313 | $4,374-70.0% | $4,084-67.9% | $6,396-79.5% |
| Admin fee / account holder | $2,217 | $5,262-57.9% | $5,098-56.5% | $12,562-82.4% |