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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 | $28,231 | $210,698-86.6% | $178,014-84.1% | $145,959-80.7% |
| Participation rate | 40.9% | 80.8%-39.9pp | 77.1%-36.2pp | 80.3%-39.4pp |
| Annual return | 8.64% | 386.27%-377.6pp | 294.80%-286.2pp | 561.95%-553.3pp |
| Employer contribution / active EE | $906 | $4,567-80.2% | $3,950-77.1% | $4,661-80.6% |
| Participant deferral / active EE | $2,623 | $6,958-62.3% | $6,276-58.2% | $6,689-60.8% |
| Admin fee / account holder | $7,713 | $12,016-35.8% | $10,362-25.6% | $13,398-42.4% |