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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 | $10,075 | $100,073-89.9% | $85,126-88.2% | $145,877-93.1% |
| Participation rate | 42.9% | 74.1%-31.2pp | 67.5%-24.7pp | 80.3%-37.4pp |
| Annual return | 13.08% | 84.11%-71.0pp | 66.63%-53.6pp | 551.28%-538.2pp |
| Employer contribution / active EE | $460 | $3,236-85.8% | $2,731-83.2% | $4,663-90.1% |
| Participant deferral / active EE | $1,527 | $5,294-71.1% | $4,523-66.2% | $6,691-77.2% |
| Admin fee / account holder | $2,515 | $7,261-65.4% | $6,160-59.2% | $13,402-81.2% |