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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 | $24,470 | $110,093-77.8% | $97,295-74.8% | $145,897-83.2% |
| Participation rate | 41.2% | 75.9%-34.7pp | 72.7%-31.5pp | 80.3%-39.1pp |
| Annual return | 10.79% | 244.76%-234.0pp | 75.62%-64.8pp | 552.29%-541.5pp |
| Employer contribution / active EE | $522 | $3,077-83.0% | $2,723-80.8% | $4,663-88.8% |
| Participant deferral / active EE | $836 | $4,678-82.1% | $4,264-80.4% | $6,689-87.5% |
| Admin fee / account holder | $3,307 | $6,212-46.8% | $5,646-41.4% | $13,390-75.3% |