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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 | $18,622 | $70,366-73.5% | $66,674-72.1% | $138,895-86.6% |
| Participation rate | 46.2% | 76.2%-30.0pp | 73.7%-27.5pp | 79.9%-33.8pp |
| Annual return | 26.59% | 386.41%-359.8pp | 321.24%-294.7pp | 145.39%-118.8pp |
| Employer contribution / active EE | $1,505 | $2,765-45.6% | $2,620-42.5% | $4,194-64.1% |
| Participant deferral / active EE | $2,087 | $4,374-52.3% | $4,084-48.9% | $6,396-67.4% |
| Admin fee / account holder | $372 | $5,262-92.9% | $5,098-92.7% | $12,562-97.0% |