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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 | $18,833 | $149,040-87.4% | $120,225-84.3% | $137,256-86.3% |
| Participation rate | 60.9% | 75.4%-14.5pp | 69.6%-8.7pp | 80.0%-19.1pp |
| Annual return | 20.45% | 605.68%-585.2pp | 439.23%-418.8pp | 220.34%-199.9pp |
| Employer contribution / active EE | $802 | $4,350-81.6% | $3,475-76.9% | $4,156-80.7% |
| Participant deferral / active EE | $3,956 | $4,655-15.0% | $3,999-1.1% | $6,407-38.3% |
| Admin fee / account holder | $5,125 | $6,348-19.3% | $5,696-10.0% | $12,270-58.2% |