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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 | $19,363 | $72,071-73.1% | $68,368-71.7% | $137,256-85.9% |
| Participation rate | 52.9% | 76.2%-23.3pp | 73.8%-20.8pp | 80.0%-27.0pp |
| Annual return | 19.06% | 353.14%-334.1pp | 292.57%-273.5pp | 220.34%-201.3pp |
| Employer contribution / active EE | $1,203 | $2,788-56.9% | $2,649-54.6% | $4,156-71.1% |
| Participant deferral / active EE | $1,790 | $4,410-59.4% | $4,123-56.6% | $6,407-72.1% |
| Admin fee / account holder | $2,123 | $5,336-60.2% | $5,150-58.8% | $12,270-82.7% |