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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 | $23,153 | $109,908-78.9% | $97,161-76.2% | $145,978-84.1% |
| Participation rate | 55.0% | 75.9%-20.9pp | 72.7%-17.7pp | 80.3%-25.3pp |
| Annual return | 11.00% | 243.80%-232.8pp | 75.36%-64.4pp | 550.52%-539.5pp |
| Employer contribution / active EE | $828 | $3,077-73.1% | $2,723-69.6% | $4,662-82.2% |
| Participant deferral / active EE | $1,693 | $4,679-63.8% | $4,265-60.3% | $6,690-74.7% |
| Admin fee / account holder | $638 | $6,213-89.7% | $5,647-88.7% | $13,400-95.2% |