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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 | $72,071-74.2% | $68,368-72.8% | $137,256-86.4% |
| Participation rate | 46.2% | 76.2%-30.1pp | 73.8%-27.6pp | 80.0%-33.8pp |
| Annual return | 26.59% | 353.14%-326.6pp | 292.57%-266.0pp | 220.34%-193.8pp |
| Employer contribution / active EE | $1,505 | $2,788-46.0% | $2,649-43.2% | $4,156-63.8% |
| Participant deferral / active EE | $2,087 | $4,410-52.7% | $4,123-49.4% | $6,407-67.4% |
| Admin fee / account holder | $372 | $5,336-93.0% | $5,150-92.8% | $12,270-97.0% |