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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 | $27,496 | $72,071-61.8% | $68,368-59.8% | $137,256-80.0% |
| Participation rate | 41.7% | 76.2%-34.6pp | 73.8%-32.1pp | 80.0%-38.3pp |
| Annual return | 16.53% | 353.14%-336.6pp | 292.57%-276.0pp | 220.34%-203.8pp |
| Employer contribution / active EE | $628 | $2,788-77.5% | $2,649-76.3% | $4,156-84.9% |
| Participant deferral / active EE | $3,980 | $4,410-9.7% | $4,123-3.5% | $6,407-37.9% |
| Admin fee / account holder | $585 | $5,336-89.0% | $5,150-88.6% | $12,270-95.2% |