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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 | $14,692 | $70,121-79.0% | $63,803-77.0% | $138,895-89.4% |
| Participation rate | 35.3% | 77.2%-41.9pp | 72.7%-37.4pp | 79.9%-44.6pp |
| Annual return | 12.68% | 946.48%-933.8pp | 543.72%-531.0pp | 145.39%-132.7pp |
| Employer contribution / active EE | $592 | $2,882-79.5% | $2,532-76.6% | $4,194-85.9% |
| Participant deferral / active EE | $916 | $4,535-79.8% | $3,843-76.2% | $6,396-85.7% |
| Admin fee / account holder | $1,007 | $6,738-85.1% | $5,196-80.6% | $12,562-92.0% |