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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 | $18,344 | $72,071-74.5% | $68,368-73.2% | $137,256-86.6% |
| Participation rate | 41.2% | 76.2%-35.1pp | 73.8%-32.6pp | 80.0%-38.8pp |
| Annual return | 17.96% | 353.14%-335.2pp | 292.57%-274.6pp | 220.34%-202.4pp |
| Employer contribution / active EE | $481 | $2,788-82.8% | $2,649-81.9% | $4,156-88.4% |
| Participant deferral / active EE | $1,017 | $4,410-76.9% | $4,123-75.3% | $6,407-84.1% |
| Admin fee / account holder | $5,006 | $5,336-6.2% | $5,150-2.8% | $12,270-59.2% |