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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 | $70,366-60.9% | $66,674-58.8% | $138,895-80.2% |
| Participation rate | 41.7% | 76.2%-34.5pp | 73.7%-32.0pp | 79.9%-38.3pp |
| Annual return | 16.53% | 386.41%-369.9pp | 321.24%-304.7pp | 145.39%-128.9pp |
| Employer contribution / active EE | $628 | $2,765-77.3% | $2,620-76.0% | $4,194-85.0% |
| Participant deferral / active EE | $3,980 | $4,374-9.0% | $4,084-2.5% | $6,396-37.8% |
| Admin fee / account holder | $585 | $5,262-88.9% | $5,098-88.5% | $12,562-95.3% |