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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 | $10,452 | $123,982-91.6% | $69,701-85.0% | $145,959-92.8% |
| Participation rate | 38.5% | 69.2%-30.7pp | 66.4%-28.0pp | 80.3%-41.8pp |
| Annual return | 17.80% | 191.01%-173.2pp | 100.32%-82.5pp | 561.95%-544.2pp |
| Employer contribution / active EE | $458 | $2,681-82.9% | $1,713-73.3% | $4,661-90.2% |
| Participant deferral / active EE | $611 | $4,236-85.6% | $2,887-78.8% | $6,689-90.9% |
| Admin fee / account holder | $340 | $7,867-95.7% | $4,717-92.8% | $13,398-97.5% |