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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 | $21,371 | $111,878-80.9% | $93,727-77.2% | $145,897-85.4% |
| Participation rate | 54.5% | 74.2%-19.7pp | 68.7%-14.2pp | 80.3%-25.8pp |
| Annual return | 11.09% | 204.28%-193.2pp | 133.83%-122.7pp | 552.29%-541.2pp |
| Employer contribution / active EE | $1,016 | $3,092-67.1% | $2,421-58.0% | $4,663-78.2% |
| Participant deferral / active EE | $1,217 | $4,920-75.3% | $4,417-72.5% | $6,689-81.8% |
| Admin fee / account holder | $1,119 | $10,256-89.1% | $8,292-86.5% | $13,390-91.6% |