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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 | $17,338 | $72,071-75.9% | $68,368-74.6% | $137,256-87.4% |
| Participation rate | 46.2% | 76.2%-30.1pp | 73.8%-27.6pp | 80.0%-33.8pp |
| Annual return | 17.50% | 353.14%-335.6pp | 292.57%-275.1pp | 220.34%-202.8pp |
| Employer contribution / active EE | $1,125 | $2,788-59.6% | $2,649-57.5% | $4,156-72.9% |
| Participant deferral / active EE | $1,594 | $4,410-63.8% | $4,123-61.3% | $6,407-75.1% |
| Admin fee / account holder | $395 | $5,336-92.6% | $5,150-92.3% | $12,270-96.8% |