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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 | $21,139 | $72,071-70.7% | $68,368-69.1% | $137,256-84.6% |
| Participation rate | 47.4% | 76.2%-28.9pp | 73.8%-26.4pp | 80.0%-32.6pp |
| Annual return | 13.21% | 353.14%-339.9pp | 292.57%-279.4pp | 220.34%-207.1pp |
| Employer contribution / active EE | $822 | $2,788-70.5% | $2,649-69.0% | $4,156-80.2% |
| Participant deferral / active EE | $1,276 | $4,410-71.1% | $4,123-69.1% | $6,407-80.1% |
| Admin fee / account holder | $2,228 | $5,336-58.3% | $5,150-56.7% | $12,270-81.8% |