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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 | $44,814 | $102,595-56.3% | $94,057-52.4% | $154,746-71.0% |
| Participation rate | 27.8% | 76.0%-48.2pp | 73.3%-45.6pp | 80.7%-52.9pp |
| Annual return | 22.08% | 583.42%-561.3pp | 480.62%-458.5pp | 172.34%-150.3pp |
| Employer contribution / active EE | $393 | $3,147-87.5% | $2,933-86.6% | $4,379-91.0% |
| Participant deferral / active EE | $2,538 | $5,118-50.4% | $4,709-46.1% | $6,730-62.3% |
| Admin fee / account holder | $1,203 | $7,736-84.4% | $7,244-83.4% | $14,365-91.6% |