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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 | $21,396 | $102,595-79.1% | $94,057-77.3% | $154,746-86.2% |
| Participation rate | 55.6% | 76.0%-20.4pp | 73.3%-17.8pp | 80.7%-25.1pp |
| Annual return | 17.11% | 583.42%-566.3pp | 480.62%-463.5pp | 172.34%-155.2pp |
| Employer contribution / active EE | $1,329 | $3,147-57.8% | $2,933-54.7% | $4,379-69.7% |
| Participant deferral / active EE | $1,887 | $5,118-63.1% | $4,709-59.9% | $6,730-72.0% |
| Admin fee / account holder | $2,785 | $7,736-64.0% | $7,244-61.6% | $14,365-80.6% |