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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 | $33,140 | $167,030-80.2% | $135,768-75.6% | $155,188-78.6% |
| Participation rate | 53.3% | 76.2%-22.8pp | 71.1%-17.7pp | 80.8%-27.5pp |
| Annual return | 17.04% | 678.39%-661.4pp | 526.10%-509.1pp | 148.84%-131.8pp |
| Employer contribution / active EE | $689 | $4,132-83.3% | $3,394-79.7% | $4,248-83.8% |
| Participant deferral / active EE | $1,927 | $4,528-57.4% | $3,977-51.5% | $6,531-70.5% |
| Admin fee / account holder | $833 | $8,172-89.8% | $7,048-88.2% | $14,480-94.2% |