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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 | $20,802 | $72,071-71.1% | $68,368-69.6% | $137,256-84.8% |
| Participation rate | 18.8% | 76.2%-57.5pp | 73.8%-55.0pp | 80.0%-61.2pp |
| Annual return | 15.56% | 353.14%-337.6pp | 292.57%-277.0pp | 220.34%-204.8pp |
| Employer contribution / active EE | $647 | $2,788-76.8% | $2,649-75.6% | $4,156-84.4% |
| Participant deferral / active EE | $966 | $4,410-78.1% | $4,123-76.6% | $6,407-84.9% |
| Admin fee / account holder | $5,267 | $5,336-1.3% | $5,150+2.3% | $12,270-57.1% |