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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 | $72,071-66.8% | $68,368-65.0% | $137,256-82.6% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 17.36% | 353.14%-335.8pp | 292.57%-275.2pp | 220.34%-203.0pp |
| Employer contribution / active EE | $801 | $2,788-71.3% | $2,649-69.7% | $4,156-80.7% |
| Participant deferral / active EE | $1,313 | $4,410-70.2% | $4,123-68.2% | $6,407-79.5% |
| Admin fee / account holder | $2,217 | $5,336-58.4% | $5,150-56.9% | $12,270-81.9% |