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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 | $22,935 | $63,346-63.8% | $92,240-75.1% | $70,126-67.3% |
| Participation rate | 47.4% | 68.7%-21.3pp | 76.5%-29.1pp | 69.5%-22.2pp |
| Annual return | 16.30% | 530.19%-513.9pp | 176.29%-160.0pp | 73.15%-56.9pp |
| Employer contribution / active EE | $995 | $2,471-59.7% | $3,680-73.0% | $2,343-57.5% |
| Participant deferral / active EE | $1,349 | $2,854-52.7% | $3,897-65.4% | $3,332-59.5% |
| Admin fee / account holder | $2,254 | $3,841-41.3% | $5,194-56.6% | $4,645-51.5% |