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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 | $13,025 | $149,040-91.3% | $120,225-89.2% | $137,256-90.5% |
| Participation rate | 50.0% | 75.4%-25.4pp | 69.6%-19.6pp | 80.0%-30.0pp |
| Annual return | 26.66% | 605.68%-579.0pp | 439.23%-412.6pp | 220.34%-193.7pp |
| Employer contribution / active EE | $601 | $4,350-86.2% | $3,475-82.7% | $4,156-85.5% |
| Participant deferral / active EE | $1,203 | $4,655-74.2% | $3,999-69.9% | $6,407-81.2% |
| Admin fee / account holder | $320 | $6,348-95.0% | $5,696-94.4% | $12,270-97.4% |