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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 | $17,088 | $111,785-84.7% | $93,669-81.8% | $145,877-88.3% |
| Participation rate | 63.2% | 74.2%-11.1pp | 68.7%-5.6pp | 80.3%-17.1pp |
| Annual return | 13.82% | 203.79%-190.0pp | 133.59%-119.8pp | 551.28%-537.5pp |
| Employer contribution / active EE | $697 | $3,096-77.5% | $2,424-71.2% | $4,663-85.1% |
| Participant deferral / active EE | $1,256 | $4,919-74.5% | $4,416-71.6% | $6,691-81.2% |
| Admin fee / account holder | $4,051 | $10,256-60.5% | $8,291-51.1% | $13,402-69.8% |