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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 | $16,598 | $102,595-83.8% | $94,057-82.4% | $154,746-89.3% |
| Participation rate | 55.6% | 76.0%-20.4pp | 73.3%-17.8pp | 80.7%-25.1pp |
| Annual return | 14.06% | 583.42%-569.4pp | 480.62%-466.6pp | 172.34%-158.3pp |
| Employer contribution / active EE | $476 | $3,147-84.9% | $2,933-83.8% | $4,379-89.1% |
| Participant deferral / active EE | $1,297 | $5,118-74.7% | $4,709-72.5% | $6,730-80.7% |
| Admin fee / account holder | $3,231 | $7,736-58.2% | $7,244-55.4% | $14,365-77.5% |