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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 | $31,175 | $90,691-65.6% | $76,119-59.0% | $145,884-78.6% |
| Participation rate | 33.3% | 74.5%-41.1pp | 69.1%-35.7pp | 80.3%-47.0pp |
| Annual return | 11.82% | 624.52%-612.7pp | 361.25%-349.4pp | 551.85%-540.0pp |
| Employer contribution / active EE | $591 | $3,329-82.3% | $2,693-78.1% | $4,662-87.3% |
| Participant deferral / active EE | $1,772 | $5,167-65.7% | $4,259-58.4% | $6,690-73.5% |
| Admin fee / account holder | $889 | $8,383-89.4% | $6,421-86.2% | $13,392-93.4% |