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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 | $16,063 | $72,071-77.7% | $68,368-76.5% | $137,256-88.3% |
| Participation rate | 52.4% | 76.2%-23.9pp | 73.8%-21.4pp | 80.0%-27.6pp |
| Annual return | 20.35% | 353.14%-332.8pp | 292.57%-272.2pp | 220.34%-200.0pp |
| Employer contribution / active EE | $944 | $2,788-66.2% | $2,649-64.4% | $4,156-77.3% |
| Participant deferral / active EE | $1,699 | $4,410-61.5% | $4,123-58.8% | $6,407-73.5% |
| Admin fee / account holder | $3,726 | $5,336-30.2% | $5,150-27.6% | $12,270-69.6% |