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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 | $25,772 | $102,595-74.9% | $94,057-72.6% | $154,746-83.3% |
| Participation rate | 55.6% | 76.0%-20.4pp | 73.3%-17.8pp | 80.7%-25.1pp |
| Annual return | 18.63% | 583.42%-564.8pp | 480.62%-462.0pp | 172.34%-153.7pp |
| Employer contribution / active EE | $606 | $3,147-80.7% | $2,933-79.3% | $4,379-86.2% |
| Participant deferral / active EE | $1,677 | $5,118-67.2% | $4,709-64.4% | $6,730-75.1% |
| Admin fee / account holder | $1,260 | $7,736-83.7% | $7,244-82.6% | $14,365-91.2% |