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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 | $22,122 | $90,691-75.6% | $76,119-70.9% | $145,884-84.8% |
| Participation rate | 22.7% | 74.5%-51.7pp | 69.1%-46.3pp | 80.3%-57.6pp |
| Annual return | 13.66% | 624.52%-610.9pp | 361.25%-347.6pp | 551.85%-538.2pp |
| Employer contribution / active EE | $793 | $3,329-76.2% | $2,693-70.5% | $4,662-83.0% |
| Participant deferral / active EE | $1,575 | $5,167-69.5% | $4,259-63.0% | $6,690-76.5% |
| Admin fee / account holder | $553 | $8,383-93.4% | $6,421-91.4% | $13,392-95.9% |