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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 | $27,164 | $102,595-73.5% | $94,057-71.1% | $154,746-82.4% |
| Participation rate | 42.9% | 76.0%-33.1pp | 73.3%-30.5pp | 80.7%-37.8pp |
| Annual return | 18.89% | 583.42%-564.5pp | 480.62%-461.7pp | 172.34%-153.5pp |
| Employer contribution / active EE | $1,115 | $3,147-64.6% | $2,933-62.0% | $4,379-74.5% |
| Participant deferral / active EE | $2,372 | $5,118-53.7% | $4,709-49.6% | $6,730-64.8% |
| Admin fee / account holder | $316 | $7,736-95.9% | $7,244-95.6% | $14,365-97.8% |