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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 | $21,836 | $72,071-69.7% | $68,368-68.1% | $137,256-84.1% |
| Participation rate | 58.3% | 76.2%-17.9pp | 73.8%-15.4pp | 80.0%-21.6pp |
| Annual return | 17.93% | 353.14%-335.2pp | 292.57%-274.6pp | 220.34%-202.4pp |
| Employer contribution / active EE | $1,618 | $2,788-42.0% | $2,649-38.9% | $4,156-61.1% |
| Participant deferral / active EE | $2,385 | $4,410-45.9% | $4,123-42.2% | $6,407-62.8% |
| Admin fee / account holder | $886 | $5,336-83.4% | $5,150-82.8% | $12,270-92.8% |