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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 | $20,183 | $72,071-72.0% | $68,368-70.5% | $137,256-85.3% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.8%-11.3pp | 80.0%-17.5pp |
| Annual return | 15.37% | 353.14%-337.8pp | 292.57%-277.2pp | 220.34%-205.0pp |
| Employer contribution / active EE | $703 | $2,788-74.8% | $2,649-73.5% | $4,156-83.1% |
| Participant deferral / active EE | $1,982 | $4,410-55.1% | $4,123-51.9% | $6,407-69.1% |
| Admin fee / account holder | $1,097 | $5,336-79.4% | $5,150-78.7% | $12,270-91.1% |