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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 | $24,398 | $112,121-78.2% | $95,960-74.6% | $158,966-84.7% |
| Participation rate | 52.4% | 79.0%-26.6pp | 77.1%-24.7pp | 82.0%-29.6pp |
| Annual return | 18.51% | 171.16%-152.7pp | 91.63%-73.1pp | 302.95%-284.4pp |
| Employer contribution / active EE | $654 | $3,199-79.6% | $2,541-74.3% | $4,762-86.3% |
| Participant deferral / active EE | $1,852 | $4,784-61.3% | $4,167-55.6% | $5,983-69.0% |
| Admin fee / account holder | $450 | $10,135-95.6% | $6,797-93.4% | $11,250-96.0% |