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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 | $28,225 | $149,040-81.1% | $120,225-76.5% | $137,256-79.4% |
| Participation rate | 36.4% | 75.4%-39.1pp | 69.6%-33.2pp | 80.0%-43.6pp |
| Annual return | 18.06% | 605.68%-587.6pp | 439.23%-421.2pp | 220.34%-202.3pp |
| Employer contribution / active EE | $202 | $4,350-95.4% | $3,475-94.2% | $4,156-95.2% |
| Participant deferral / active EE | $1,145 | $4,655-75.4% | $3,999-71.4% | $6,407-82.1% |
| Admin fee / account holder | $422 | $6,348-93.4% | $5,696-92.6% | $12,270-96.6% |