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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 | $24,532 | $72,071-66.0% | $68,368-64.1% | $137,256-82.1% |
| Participation rate | 40.0% | 76.2%-36.2pp | 73.8%-33.8pp | 80.0%-40.0pp |
| Annual return | 22.50% | 353.14%-330.6pp | 292.57%-270.1pp | 220.34%-197.8pp |
| Employer contribution / active EE | $530 | $2,788-81.0% | $2,649-80.0% | $4,156-87.3% |
| Participant deferral / active EE | $2,666 | $4,410-39.5% | $4,123-35.3% | $6,407-58.4% |
| Admin fee / account holder | $669 | $5,336-87.5% | $5,150-87.0% | $12,270-94.5% |