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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 | $16,800 | $72,071-76.7% | $68,368-75.4% | $137,256-87.8% |
| Participation rate | 45.5% | 76.2%-30.8pp | 73.8%-28.3pp | 80.0%-34.5pp |
| Annual return | 16.60% | 353.14%-336.5pp | 292.57%-276.0pp | 220.34%-203.7pp |
| Employer contribution / active EE | $1,043 | $2,788-62.6% | $2,649-60.6% | $4,156-74.9% |
| Participant deferral / active EE | $2,013 | $4,410-54.4% | $4,123-51.2% | $6,407-68.6% |
| Admin fee / account holder | $2,734 | $5,336-48.8% | $5,150-46.9% | $12,270-77.7% |