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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 | $16,881 | $70,366-76.0% | $66,674-74.7% | $138,895-87.8% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.7%-23.7pp | 79.9%-29.9pp |
| Annual return | 25.98% | 386.41%-360.4pp | 321.24%-295.3pp | 145.39%-119.4pp |
| Employer contribution / active EE | $759 | $2,765-72.6% | $2,620-71.0% | $4,194-81.9% |
| Participant deferral / active EE | $3,152 | $4,374-27.9% | $4,084-22.8% | $6,396-50.7% |
| Admin fee / account holder | $548 | $5,262-89.6% | $5,098-89.3% | $12,562-95.6% |