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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 | $24,388 | $72,071-66.2% | $68,368-64.3% | $137,256-82.2% |
| Participation rate | 37.5% | 76.2%-38.7pp | 73.8%-36.3pp | 80.0%-42.5pp |
| Annual return | 16.74% | 353.14%-336.4pp | 292.57%-275.8pp | 220.34%-203.6pp |
| Employer contribution / active EE | $574 | $2,788-79.4% | $2,649-78.3% | $4,156-86.2% |
| Participant deferral / active EE | $2,687 | $4,410-39.1% | $4,123-34.8% | $6,407-58.1% |
| Admin fee / account holder | $838 | $5,336-84.3% | $5,150-83.7% | $12,270-93.2% |