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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 | $28,714 | $64,705-55.6% | $62,929-54.4% | $67,986-57.8% |
| Participation rate | 40.1% | 65.6%-25.5pp | 73.1%-33.0pp | 57.2%-17.1pp |
| Annual return | 20.25% | 20.31%-0.1pp | 1063.93%-1043.7pp | 31.67%-11.4pp |
| Employer contribution / active EE | $781 | $2,376-67.1% | $2,505-68.8% | $2,019-61.3% |
| Participant deferral / active EE | $1,541 | $3,198-51.8% | $3,888-60.4% | $3,358-54.1% |
| Admin fee / account holder | $1,322 | $1,428-7.5% | $5,065-73.9% | $3,203-58.7% |