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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 | $20,184 | $73,518-72.5% | $63,003-68.0% | $147,585-86.3% |
| Participation rate | 41.2% | 77.9%-36.7pp | 74.8%-33.6pp | 82.8%-41.7pp |
| Annual return | 17.99% | 175.46%-157.5pp | 87.59%-69.6pp | 578.57%-560.6pp |
| Employer contribution / active EE | $694 | $3,322-79.1% | $2,760-74.9% | $4,876-85.8% |
| Participant deferral / active EE | $1,575 | $4,183-62.3% | $3,329-52.7% | $5,439-71.0% |
| Admin fee / account holder | $498 | $5,952-91.6% | $3,600-86.2% | $10,885-95.4% |