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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 | $70,366-73.9% | $66,674-72.4% | $138,895-86.8% |
| Participation rate | 33.3% | 76.2%-42.8pp | 73.7%-40.3pp | 79.9%-46.6pp |
| Annual return | 13.40% | 386.41%-373.0pp | 321.24%-307.8pp | 145.39%-132.0pp |
| Employer contribution / active EE | $828 | $2,765-70.0% | $2,620-68.4% | $4,194-80.3% |
| Participant deferral / active EE | $1,868 | $4,374-57.3% | $4,084-54.3% | $6,396-70.8% |
| Admin fee / account holder | $4,913 | $5,262-6.6% | $5,098-3.6% | $12,562-60.9% |