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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 | $13,410 | $77,416-82.7% | $69,464-80.7% | $152,897-91.2% |
| Participation rate | 35.7% | 78.1%-42.4pp | 74.6%-38.9pp | 82.5%-46.7pp |
| Annual return | 27.81% | 39.08%-11.3pp | 28.98%-1.2pp | 345.43%-317.6pp |
| Employer contribution / active EE | $804 | $3,315-75.7% | $2,779-71.1% | $4,764-83.1% |
| Participant deferral / active EE | $3,564 | $4,413-19.2% | $3,536+0.8% | $5,851-39.1% |
| Admin fee / account holder | $1,866 | $6,208-69.9% | $3,840-51.4% | $11,599-83.9% |