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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 | $20,526 | $67,823-69.7% | $52,425-60.8% | $137,256-85.0% |
| Participation rate | 35.7% | 63.9%-28.2pp | 55.6%-19.9pp | 80.0%-44.2pp |
| Annual return | 13.58% | 219.11%-205.5pp | 302.12%-288.5pp | 220.34%-206.8pp |
| Employer contribution / active EE | $410 | $1,163-64.8% | $914-55.2% | $4,156-90.1% |
| Participant deferral / active EE | $480 | $2,288-79.0% | $1,790-73.2% | $6,407-92.5% |
| Admin fee / account holder | $966 | $2,844-66.0% | $2,495-61.3% | $12,270-92.1% |