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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 | $21,985 | $123,412-82.2% | $69,460-68.3% | $145,978-84.9% |
| Participation rate | 27.3% | 69.2%-42.0pp | 66.4%-39.2pp | 80.3%-53.0pp |
| Annual return | 9.43% | 191.25%-181.8pp | 100.80%-91.4pp | 550.52%-541.1pp |
| Employer contribution / active EE | $863 | $2,684-67.8% | $1,714-49.7% | $4,662-81.5% |
| Participant deferral / active EE | $1,540 | $4,240-63.7% | $2,890-46.7% | $6,690-77.0% |
| Admin fee / account holder | $3,521 | $7,816-55.0% | $4,695-25.0% | $13,400-73.7% |