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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 | $20,858 | $72,071-71.1% | $68,368-69.5% | $137,256-84.8% |
| Participation rate | 38.1% | 76.2%-38.1pp | 73.8%-35.7pp | 80.0%-41.9pp |
| Annual return | 14.38% | 353.14%-338.8pp | 292.57%-278.2pp | 220.34%-206.0pp |
| Employer contribution / active EE | $1,473 | $2,788-47.2% | $2,649-44.4% | $4,156-64.6% |
| Participant deferral / active EE | $1,728 | $4,410-60.8% | $4,123-58.1% | $6,407-73.0% |
| Admin fee / account holder | $2,935 | $5,336-45.0% | $5,150-43.0% | $12,270-76.1% |