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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 | $20,059 | $90,397-77.8% | $76,002-73.6% | $145,959-86.3% |
| Participation rate | 52.9% | 74.5%-21.6pp | 69.1%-16.1pp | 80.3%-27.3pp |
| Annual return | 9.62% | 621.97%-612.4pp | 360.07%-350.4pp | 561.95%-552.3pp |
| Employer contribution / active EE | $1,674 | $3,317-49.5% | $2,688-37.7% | $4,661-64.1% |
| Participant deferral / active EE | $3,717 | $5,163-28.0% | $4,257-12.7% | $6,689-44.4% |
| Admin fee / account holder | $874 | $8,369-89.6% | $6,414-86.4% | $13,398-93.5% |