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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 | $24,784 | $134,817-81.6% | $123,973-80.0% | $155,188-84.0% |
| Participation rate | 59.1% | 79.4%-20.3pp | 76.7%-17.6pp | 80.8%-21.7pp |
| Annual return | 17.36% | 515.49%-498.1pp | 388.13%-370.8pp | 148.84%-131.5pp |
| Employer contribution / active EE | $1,507 | $4,425-65.9% | $4,126-63.5% | $4,248-64.5% |
| Participant deferral / active EE | $2,021 | $5,706-64.6% | $5,247-61.5% | $6,531-69.0% |
| Admin fee / account holder | $471 | $13,245-96.4% | $11,799-96.0% | $14,480-96.7% |