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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 | $21,159 | $72,071-70.6% | $68,368-69.1% | $137,256-84.6% |
| Participation rate | 28.6% | 76.2%-47.7pp | 73.8%-45.2pp | 80.0%-51.4pp |
| Annual return | 13.30% | 353.14%-339.8pp | 292.57%-279.3pp | 220.34%-207.0pp |
| Employer contribution / active EE | $641 | $2,788-77.0% | $2,649-75.8% | $4,156-84.6% |
| Participant deferral / active EE | $1,290 | $4,410-70.8% | $4,123-68.7% | $6,407-79.9% |
| Admin fee / account holder | $2,858 | $5,336-46.4% | $5,150-44.5% | $12,270-76.7% |