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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 | $11,562 | $149,040-92.2% | $120,225-90.4% | $137,256-91.6% |
| Participation rate | 50.0% | 75.4%-25.4pp | 69.6%-19.6pp | 80.0%-30.0pp |
| Annual return | 24.85% | 605.68%-580.8pp | 439.23%-414.4pp | 220.34%-195.5pp |
| Employer contribution / active EE | $806 | $4,350-81.5% | $3,475-76.8% | $4,156-80.6% |
| Participant deferral / active EE | $1,621 | $4,655-65.2% | $3,999-59.5% | $6,407-74.7% |
| Admin fee / account holder | $1,718 | $6,348-72.9% | $5,696-69.8% | $12,270-86.0% |