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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 | $12,411 | $90,691-86.3% | $76,119-83.7% | $145,884-91.5% |
| Participation rate | 45.5% | 74.5%-29.0pp | 69.1%-23.6pp | 80.3%-34.8pp |
| Annual return | 15.57% | 624.52%-609.0pp | 361.25%-345.7pp | 551.85%-536.3pp |
| Employer contribution / active EE | $957 | $3,329-71.2% | $2,693-64.4% | $4,662-79.5% |
| Participant deferral / active EE | $1,469 | $5,167-71.6% | $4,259-65.5% | $6,690-78.0% |
| Admin fee / account holder | $2,596 | $8,383-69.0% | $6,421-59.6% | $13,392-80.6% |