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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 | $70,366-59.4% | $66,674-57.2% | $138,895-79.4% |
| Participation rate | 21.4% | 76.2%-54.7pp | 73.7%-52.2pp | 79.9%-58.5pp |
| Annual return | 13.58% | 386.41%-372.8pp | 321.24%-307.7pp | 145.39%-131.8pp |
| Employer contribution / active EE | $1,456 | $2,765-47.4% | $2,620-44.4% | $4,194-65.3% |
| Participant deferral / active EE | $2,355 | $4,374-46.2% | $4,084-42.3% | $6,396-63.2% |
| Admin fee / account holder | $643 | $5,262-87.8% | $5,098-87.4% | $12,562-94.9% |