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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 | $28,545 | $72,071-60.4% | $68,368-58.2% | $137,256-79.2% |
| Participation rate | 21.4% | 76.2%-54.8pp | 73.8%-52.3pp | 80.0%-58.5pp |
| Annual return | 13.58% | 353.14%-339.6pp | 292.57%-279.0pp | 220.34%-206.8pp |
| Employer contribution / active EE | $1,456 | $2,788-47.8% | $2,649-45.0% | $4,156-65.0% |
| Participant deferral / active EE | $2,355 | $4,410-46.6% | $4,123-42.9% | $6,407-63.2% |
| Admin fee / account holder | $643 | $5,336-87.9% | $5,150-87.5% | $12,270-94.8% |