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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 | $24,364 | $90,614-73.1% | $76,089-68.0% | $145,877-83.3% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.1%-2.4pp | 80.3%-13.6pp |
| Annual return | 13.37% | 623.80%-610.4pp | 360.94%-347.6pp | 551.28%-537.9pp |
| Employer contribution / active EE | $959 | $3,324-71.1% | $2,690-64.3% | $4,663-79.4% |
| Participant deferral / active EE | $2,474 | $5,168-52.1% | $4,259-41.9% | $6,691-63.0% |
| Admin fee / account holder | $1,952 | $8,376-76.7% | $6,418-69.6% | $13,402-85.4% |