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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 | $162,529-82.6% | $130,788-78.4% | $154,746-81.8% |
| Participation rate | 36.4% | 75.9%-39.5pp | 70.1%-33.7pp | 80.7%-44.3pp |
| Annual return | 18.06% | 510.48%-492.4pp | 386.44%-368.4pp | 172.34%-154.3pp |
| Employer contribution / active EE | $202 | $4,447-95.5% | $3,558-94.3% | $4,379-95.4% |
| Participant deferral / active EE | $1,145 | $4,808-76.2% | $4,137-72.3% | $6,730-83.0% |
| Admin fee / account holder | $422 | $7,669-94.5% | $6,673-93.7% | $14,365-97.1% |