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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 | $72,071-62.3% | $68,368-60.3% | $137,256-80.2% |
| Participation rate | 42.9% | 76.2%-33.4pp | 73.8%-30.9pp | 80.0%-37.1pp |
| Annual return | 18.89% | 353.14%-334.3pp | 292.57%-273.7pp | 220.34%-201.5pp |
| Employer contribution / active EE | $1,115 | $2,788-60.0% | $2,649-57.9% | $4,156-73.2% |
| Participant deferral / active EE | $2,372 | $4,410-46.2% | $4,123-42.5% | $6,407-63.0% |
| Admin fee / account holder | $316 | $5,336-94.1% | $5,150-93.9% | $12,270-97.4% |