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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 | $123,859-91.6% | $69,632-85.0% | $145,897-92.8% |
| Participation rate | 38.5% | 69.2%-30.8pp | 66.4%-28.0pp | 80.3%-41.8pp |
| Annual return | 17.80% | 192.49%-174.7pp | 101.32%-83.5pp | 552.29%-534.5pp |
| Employer contribution / active EE | $458 | $2,673-82.9% | $1,708-73.2% | $4,663-90.2% |
| Participant deferral / active EE | $611 | $4,242-85.6% | $2,889-78.8% | $6,689-90.9% |
| Admin fee / account holder | $340 | $7,817-95.7% | $4,695-92.8% | $13,390-97.5% |