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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 | $19,187 | $63,346-69.7% | $92,239-79.2% | $70,124-72.6% |
| Participation rate | 53.6% | 68.7%-15.1pp | 76.5%-22.9pp | 69.5%-16.0pp |
| Annual return | 19.21% | 530.19%-511.0pp | 176.29%-157.1pp | 73.14%-53.9pp |
| Employer contribution / active EE | $1,995 | $2,471-19.3% | $3,680-45.8% | $2,342-14.8% |
| Participant deferral / active EE | $3,277 | $2,854+14.8% | $3,897-15.9% | $3,332-1.6% |
| Admin fee / account holder | $1,354 | $3,841-64.7% | $5,194-73.9% | $4,645-70.8% |