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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 | $28,225 | $110,093-74.4% | $97,295-71.0% | $145,897-80.7% |
| Participation rate | 40.0% | 75.9%-35.9pp | 72.7%-32.7pp | 80.3%-40.3pp |
| Annual return | 18.82% | 244.76%-225.9pp | 75.62%-56.8pp | 552.29%-533.5pp |
| Employer contribution / active EE | $1,011 | $3,077-67.1% | $2,723-62.9% | $4,663-78.3% |
| Participant deferral / active EE | $2,880 | $4,678-38.4% | $4,264-32.5% | $6,689-56.9% |
| Admin fee / account holder | $547 | $6,212-91.2% | $5,646-90.3% | $13,390-95.9% |