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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 | $12,400 | $72,071-82.8% | $68,368-81.9% | $137,256-91.0% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.8%-40.4pp | 80.0%-46.6pp |
| Annual return | 15.24% | 353.14%-337.9pp | 292.57%-277.3pp | 220.34%-205.1pp |
| Employer contribution / active EE | $1,605 | $2,788-42.4% | $2,649-39.4% | $4,156-61.4% |
| Participant deferral / active EE | $6,364 | $4,410+44.3% | $4,123+54.4% | $6,407-0.7% |
| Admin fee / account holder | $559 | $5,336-89.5% | $5,150-89.1% | $12,270-95.4% |