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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 | $11,201 | $96,388-88.4% | $80,627-86.1% | $139,466-92.0% |
| Participation rate | 37.5% | 73.6%-36.1pp | 67.0%-29.5pp | 80.3%-42.8pp |
| Annual return | 18.50% | 1352.08%-1333.6pp | 936.76%-918.3pp | 373.66%-355.2pp |
| Employer contribution / active EE | $1,302 | $3,260-60.1% | $2,723-52.2% | $4,754-72.6% |
| Participant deferral / active EE | $1,352 | $5,224-74.1% | $4,443-69.6% | $6,712-79.9% |
| Admin fee / account holder | $3,128 | $6,603-52.6% | $5,381-41.9% | $11,409-72.6% |