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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 | $149,040-86.6% | $120,225-83.4% | $137,256-85.5% |
| Participation rate | 15.4% | 75.4%-60.0pp | 69.6%-54.2pp | 80.0%-64.6pp |
| Annual return | 13.46% | 605.68%-592.2pp | 439.23%-425.8pp | 220.34%-206.9pp |
| Employer contribution / active EE | $481 | $4,350-88.9% | $3,475-86.2% | $4,156-88.4% |
| Participant deferral / active EE | $944 | $4,655-79.7% | $3,999-76.4% | $6,407-85.3% |
| Admin fee / account holder | $3,261 | $6,348-48.6% | $5,696-42.8% | $12,270-73.4% |