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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 | $16,018 | $70,366-77.2% | $66,674-76.0% | $138,895-88.5% |
| Participation rate | 57.1% | 76.2%-19.0pp | 73.7%-16.5pp | 79.9%-22.8pp |
| Annual return | 15.77% | 386.41%-370.6pp | 321.24%-305.5pp | 145.39%-129.6pp |
| Employer contribution / active EE | $696 | $2,765-74.8% | $2,620-73.4% | $4,194-83.4% |
| Participant deferral / active EE | $2,597 | $4,374-40.6% | $4,084-36.4% | $6,396-59.4% |
| Admin fee / account holder | $934 | $5,262-82.3% | $5,098-81.7% | $12,562-92.6% |