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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 | $12,029 | $70,366-82.9% | $66,674-82.0% | $138,895-91.3% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.7%-11.2pp | 79.9%-17.4pp |
| Annual return | 22.93% | 386.41%-363.5pp | 321.24%-298.3pp | 145.39%-122.5pp |
| Employer contribution / active EE | $1,334 | $2,765-51.8% | $2,620-49.1% | $4,194-68.2% |
| Participant deferral / active EE | $3,054 | $4,374-30.2% | $4,084-25.2% | $6,396-52.3% |
| Admin fee / account holder | $878 | $5,262-83.3% | $5,098-82.8% | $12,562-93.0% |