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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 | $18,371 | $72,071-74.5% | $68,368-73.1% | $137,256-86.6% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.8%-40.4pp | 80.0%-46.6pp |
| Annual return | 13.40% | 353.14%-339.7pp | 292.57%-279.2pp | 220.34%-206.9pp |
| Employer contribution / active EE | $828 | $2,788-70.3% | $2,649-68.7% | $4,156-80.1% |
| Participant deferral / active EE | $1,868 | $4,410-57.6% | $4,123-54.7% | $6,407-70.8% |
| Admin fee / account holder | $4,913 | $5,336-7.9% | $5,150-4.6% | $12,270-60.0% |