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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 | $14,039 | $73,546-80.9% | $63,018-77.7% | $147,586-90.5% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.8%-34.8pp | 82.8%-42.8pp |
| Annual return | 23.80% | 175.56%-151.8pp | 87.62%-63.8pp | 578.59%-554.8pp |
| Employer contribution / active EE | $599 | $3,324-82.0% | $2,761-78.3% | $4,876-87.7% |
| Participant deferral / active EE | $2,037 | $4,185-51.3% | $3,330-38.8% | $5,439-62.5% |
| Admin fee / account holder | $1,074 | $5,956-82.0% | $3,601-70.2% | $10,886-90.1% |