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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 | $19,558 | $162,529-88.0% | $130,788-85.0% | $154,746-87.4% |
| Participation rate | 47.6% | 75.9%-28.2pp | 70.1%-22.5pp | 80.7%-33.1pp |
| Annual return | 22.18% | 510.48%-488.3pp | 386.44%-364.3pp | 172.34%-150.2pp |
| Employer contribution / active EE | $899 | $4,447-79.8% | $3,558-74.7% | $4,379-79.5% |
| Participant deferral / active EE | $3,489 | $4,808-27.4% | $4,137-15.7% | $6,730-48.2% |
| Admin fee / account holder | $455 | $7,669-94.1% | $6,673-93.2% | $14,365-96.8% |