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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 | $21,671 | $110,093-80.3% | $97,295-77.7% | $145,897-85.1% |
| Participation rate | 45.5% | 75.9%-30.5pp | 72.7%-27.2pp | 80.3%-34.9pp |
| Annual return | 12.08% | 244.76%-232.7pp | 75.62%-63.5pp | 552.29%-540.2pp |
| Employer contribution / active EE | $861 | $3,077-72.0% | $2,723-68.4% | $4,663-81.5% |
| Participant deferral / active EE | $1,439 | $4,678-69.2% | $4,264-66.2% | $6,689-78.5% |
| Admin fee / account holder | $551 | $6,212-91.1% | $5,646-90.2% | $13,390-95.9% |