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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 | $25,833 | $72,071-64.2% | $68,368-62.2% | $137,256-81.2% |
| Participation rate | 63.6% | 76.2%-12.6pp | 73.8%-10.1pp | 80.0%-16.3pp |
| Annual return | 13.38% | 353.14%-339.8pp | 292.57%-279.2pp | 220.34%-207.0pp |
| Employer contribution / active EE | $1,007 | $2,788-63.9% | $2,649-62.0% | $4,156-75.8% |
| Participant deferral / active EE | $1,749 | $4,410-60.3% | $4,123-57.6% | $6,407-72.7% |
| Admin fee / account holder | $353 | $5,336-93.4% | $5,150-93.2% | $12,270-97.1% |