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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 | $29,774 | $109,908-72.9% | $97,161-69.4% | $145,978-79.6% |
| Participation rate | 57.1% | 75.9%-18.8pp | 72.7%-15.5pp | 80.3%-23.1pp |
| Annual return | 10.18% | 243.80%-233.6pp | 75.36%-65.2pp | 550.52%-540.3pp |
| Employer contribution / active EE | $779 | $3,077-74.7% | $2,723-71.4% | $4,662-83.3% |
| Participant deferral / active EE | $1,687 | $4,679-63.9% | $4,265-60.4% | $6,690-74.8% |
| Admin fee / account holder | $4,873 | $6,213-21.6% | $5,647-13.7% | $13,400-63.6% |