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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 | $26,411 | $102,595-74.3% | $94,057-71.9% | $154,746-82.9% |
| Participation rate | 38.5% | 76.0%-37.5pp | 73.3%-34.9pp | 80.7%-42.2pp |
| Annual return | 10.68% | 583.42%-572.7pp | 480.62%-469.9pp | 172.34%-161.7pp |
| Employer contribution / active EE | $637 | $3,147-79.8% | $2,933-78.3% | $4,379-85.5% |
| Participant deferral / active EE | $1,433 | $5,118-72.0% | $4,709-69.6% | $6,730-78.7% |
| Admin fee / account holder | $1,216 | $7,736-84.3% | $7,244-83.2% | $14,365-91.5% |