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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 | $19,517 | $149,040-86.9% | $120,225-83.8% | $137,256-85.8% |
| Participation rate | 42.9% | 75.4%-32.6pp | 69.6%-26.7pp | 80.0%-37.1pp |
| Annual return | 23.58% | 605.68%-582.1pp | 439.23%-415.6pp | 220.34%-196.8pp |
| Employer contribution / active EE | $1,984 | $4,350-54.4% | $3,475-42.9% | $4,156-52.3% |
| Participant deferral / active EE | $2,346 | $4,655-49.6% | $3,999-41.3% | $6,407-63.4% |
| Admin fee / account holder | $373 | $6,348-94.1% | $5,696-93.5% | $12,270-97.0% |