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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 | $42,537 | $67,823-37.3% | $52,425-18.9% | $137,256-69.0% |
| Participation rate | 18.2% | 63.9%-45.7pp | 55.6%-37.4pp | 80.0%-61.8pp |
| Annual return | 10.61% | 219.11%-208.5pp | 302.12%-291.5pp | 220.34%-209.7pp |
| Employer contribution / active EE | $319 | $1,163-72.6% | $914-65.1% | $4,156-92.3% |
| Participant deferral / active EE | $691 | $2,288-69.8% | $1,790-61.4% | $6,407-89.2% |
| Admin fee / account holder | $1,159 | $2,844-59.3% | $2,495-53.6% | $12,270-90.6% |