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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 | $17,060 | $149,040-88.6% | $120,225-85.8% | $137,256-87.6% |
| Participation rate | 40.0% | 75.4%-35.4pp | 69.6%-29.6pp | 80.0%-40.0pp |
| Annual return | 19.45% | 605.68%-586.2pp | 439.23%-419.8pp | 220.34%-200.9pp |
| Employer contribution / active EE | $792 | $4,350-81.8% | $3,475-77.2% | $4,156-80.9% |
| Participant deferral / active EE | $1,790 | $4,655-61.5% | $3,999-55.2% | $6,407-72.1% |
| Admin fee / account holder | $1,117 | $6,348-82.4% | $5,696-80.4% | $12,270-90.9% |