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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 | $23,533 | $154,754-84.8% | $124,206-81.1% | $138,895-83.1% |
| Participation rate | 62.5% | 75.5%-13.0pp | 69.6%-7.1pp | 79.9%-17.4pp |
| Annual return | 19.22% | 709.28%-690.1pp | 515.27%-496.0pp | 145.39%-126.2pp |
| Employer contribution / active EE | $1,051 | $4,446-76.4% | $3,540-70.3% | $4,194-74.9% |
| Participant deferral / active EE | $1,358 | $4,621-70.6% | $3,968-65.8% | $6,396-78.8% |
| Admin fee / account holder | $1,271 | $6,690-81.0% | $5,929-78.6% | $12,562-89.9% |