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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 | $17,868 | $72,071-75.2% | $68,368-73.9% | $137,256-87.0% |
| Participation rate | 68.2% | 76.2%-8.1pp | 73.8%-5.6pp | 80.0%-11.8pp |
| Annual return | 15.04% | 353.14%-338.1pp | 292.57%-277.5pp | 220.34%-205.3pp |
| Employer contribution / active EE | $1,222 | $2,788-56.2% | $2,649-53.9% | $4,156-70.6% |
| Participant deferral / active EE | $1,589 | $4,410-64.0% | $4,123-61.5% | $6,407-75.2% |
| Admin fee / account holder | $902 | $5,336-83.1% | $5,150-82.5% | $12,270-92.7% |