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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 | $22,894 | $72,071-68.2% | $68,368-66.5% | $137,256-83.3% |
| Participation rate | 68.4% | 76.2%-7.8pp | 73.8%-5.3pp | 80.0%-11.5pp |
| Annual return | 23.46% | 353.14%-329.7pp | 292.57%-269.1pp | 220.34%-196.9pp |
| Employer contribution / active EE | $1,201 | $2,788-56.9% | $2,649-54.7% | $4,156-71.1% |
| Participant deferral / active EE | $2,834 | $4,410-35.7% | $4,123-31.3% | $6,407-55.8% |
| Admin fee / account holder | $514 | $5,336-90.4% | $5,150-90.0% | $12,270-95.8% |