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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 | $29,003 | $149,040-80.5% | $120,225-75.9% | $137,256-78.9% |
| Participation rate | 25.0% | 75.4%-50.4pp | 69.6%-44.6pp | 80.0%-55.0pp |
| Annual return | 16.56% | 605.68%-589.1pp | 439.23%-422.7pp | 220.34%-203.8pp |
| Employer contribution / active EE | $351 | $4,350-91.9% | $3,475-89.9% | $4,156-91.6% |
| Participant deferral / active EE | $1,002 | $4,655-78.5% | $3,999-74.9% | $6,407-84.4% |
| Admin fee / account holder | $1,726 | $6,348-72.8% | $5,696-69.7% | $12,270-85.9% |