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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 | $31,599 | $72,071-56.2% | $68,368-53.8% | $137,256-77.0% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 15.80% | 353.14%-337.3pp | 292.57%-276.8pp | 220.34%-204.5pp |
| Employer contribution / active EE | $487 | $2,788-82.5% | $2,649-81.6% | $4,156-88.3% |
| Participant deferral / active EE | $2,636 | $4,410-40.2% | $4,123-36.1% | $6,407-58.9% |
| Admin fee / account holder | $1,326 | $5,336-75.1% | $5,150-74.2% | $12,270-89.2% |