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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 | $18,344 | $70,366-73.9% | $66,674-72.5% | $138,895-86.8% |
| Participation rate | 57.1% | 76.2%-19.0pp | 73.7%-16.5pp | 79.9%-22.8pp |
| Annual return | 19.98% | 386.41%-366.4pp | 321.24%-301.3pp | 145.39%-125.4pp |
| Employer contribution / active EE | $816 | $2,765-70.5% | $2,620-68.9% | $4,194-80.6% |
| Participant deferral / active EE | $1,632 | $4,374-62.7% | $4,084-60.1% | $6,396-74.5% |
| Admin fee / account holder | $3,182 | $5,262-39.5% | $5,098-37.6% | $12,562-74.7% |