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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 | $102,595-73.2% | $94,057-70.8% | $154,746-82.2% |
| Participation rate | 41.7% | 76.0%-34.3pp | 73.3%-31.7pp | 80.7%-39.0pp |
| Annual return | 16.53% | 583.42%-566.9pp | 480.62%-464.1pp | 172.34%-155.8pp |
| Employer contribution / active EE | $628 | $3,147-80.1% | $2,933-78.6% | $4,379-85.7% |
| Participant deferral / active EE | $3,980 | $5,118-22.2% | $4,709-15.5% | $6,730-40.9% |
| Admin fee / account holder | $585 | $7,736-92.4% | $7,244-91.9% | $14,365-95.9% |