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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 | $24,816 | $109,967-77.4% | $97,197-74.5% | $145,877-83.0% |
| Participation rate | 45.5% | 76.0%-30.5pp | 72.7%-27.2pp | 80.3%-34.8pp |
| Annual return | 19.84% | 244.27%-224.4pp | 75.47%-55.6pp | 551.28%-531.4pp |
| Employer contribution / active EE | $452 | $3,077-85.3% | $2,723-83.4% | $4,663-90.3% |
| Participant deferral / active EE | $3,173 | $4,676-32.1% | $4,263-25.6% | $6,691-52.6% |
| Admin fee / account holder | $544 | $6,199-91.2% | $5,637-90.3% | $13,402-95.9% |