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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 | $19,905 | $154,754-87.1% | $124,206-84.0% | $138,895-85.7% |
| Participation rate | 15.4% | 75.5%-60.1pp | 69.6%-54.2pp | 79.9%-64.5pp |
| Annual return | 13.46% | 709.28%-695.8pp | 515.27%-501.8pp | 145.39%-131.9pp |
| Employer contribution / active EE | $481 | $4,446-89.2% | $3,540-86.4% | $4,194-88.5% |
| Participant deferral / active EE | $944 | $4,621-79.6% | $3,968-76.2% | $6,396-85.2% |
| Admin fee / account holder | $3,261 | $6,690-51.3% | $5,929-45.0% | $12,562-74.0% |