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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 | $29,154 | $58,292-50.0% | $86,640-66.4% | $71,511-59.2% |
| Participation rate | 22.1% | 65.0%-42.9pp | 71.7%-49.6pp | 67.9%-45.9pp |
| Annual return | 15.69% | 21.63%-5.9pp | 592.52%-576.8pp | 28.86%-13.2pp |
| Employer contribution / active EE | $843 | $2,574-67.2% | $3,024-72.1% | $2,589-67.4% |
| Participant deferral / active EE | $1,242 | $3,438-63.9% | $4,438-72.0% | $4,291-71.1% |
| Admin fee / account holder | $7,370 | $1,057+597.0% | $5,616+31.2% | $1,588+364.0% |