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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 | $21,321 | $72,071-70.4% | $68,368-68.8% | $137,256-84.5% |
| Participation rate | 57.9% | 76.2%-18.3pp | 73.8%-15.9pp | 80.0%-22.1pp |
| Annual return | 15.37% | 353.14%-337.8pp | 292.57%-277.2pp | 220.34%-205.0pp |
| Employer contribution / active EE | $1,780 | $2,788-36.2% | $2,649-32.8% | $4,156-57.2% |
| Participant deferral / active EE | $2,063 | $4,410-53.2% | $4,123-50.0% | $6,407-67.8% |
| Admin fee / account holder | $2,116 | $5,336-60.3% | $5,150-58.9% | $12,270-82.8% |