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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 | $14,518 | $72,071-79.9% | $68,368-78.8% | $137,256-89.4% |
| Participation rate | 45.5% | 76.2%-30.8pp | 73.8%-28.3pp | 80.0%-34.5pp |
| Annual return | 17.38% | 353.14%-335.8pp | 292.57%-275.2pp | 220.34%-203.0pp |
| Employer contribution / active EE | $457 | $2,788-83.6% | $2,649-82.8% | $4,156-89.0% |
| Participant deferral / active EE | $724 | $4,410-83.6% | $4,123-82.4% | $6,407-88.7% |
| Admin fee / account holder | $545 | $5,336-89.8% | $5,150-89.4% | $12,270-95.6% |