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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 | $15,647 | $72,071-78.3% | $68,368-77.1% | $137,256-88.6% |
| Participation rate | 21.1% | 76.2%-55.2pp | 73.8%-52.7pp | 80.0%-58.9pp |
| Annual return | 20.62% | 353.14%-332.5pp | 292.57%-272.0pp | 220.34%-199.7pp |
| Employer contribution / active EE | $470 | $2,788-83.1% | $2,649-82.2% | $4,156-88.7% |
| Participant deferral / active EE | $1,082 | $4,410-75.5% | $4,123-73.8% | $6,407-83.1% |
| Admin fee / account holder | $2,069 | $5,336-61.2% | $5,150-59.8% | $12,270-83.1% |