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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 | $109,904-78.9% | $97,167-76.2% | $145,959-84.1% |
| Participation rate | 55.0% | 75.9%-20.9pp | 72.7%-17.7pp | 80.3%-25.3pp |
| Annual return | 11.00% | 243.43%-232.4pp | 75.27%-64.3pp | 561.95%-550.9pp |
| Employer contribution / active EE | $828 | $3,084-73.2% | $2,729-69.7% | $4,661-82.2% |
| Participant deferral / active EE | $1,693 | $4,676-63.8% | $4,264-60.3% | $6,689-74.7% |
| Admin fee / account holder | $638 | $6,216-89.7% | $5,650-88.7% | $13,398-95.2% |