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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 | $21,152 | $100,139-78.9% | $85,187-75.2% | $145,884-85.5% |
| Participation rate | 42.9% | 74.1%-31.2pp | 67.5%-24.7pp | 80.3%-37.4pp |
| Annual return | 11.92% | 84.15%-72.2pp | 66.67%-54.8pp | 551.85%-539.9pp |
| Employer contribution / active EE | $889 | $3,238-72.5% | $2,732-67.5% | $4,662-80.9% |
| Participant deferral / active EE | $1,473 | $5,296-72.2% | $4,525-67.5% | $6,690-78.0% |
| Admin fee / account holder | $1,060 | $7,262-85.4% | $6,162-82.8% | $13,392-92.1% |