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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 | $10,802 | $70,366-84.6% | $66,674-83.8% | $138,895-92.2% |
| Participation rate | 40.0% | 76.2%-36.2pp | 73.7%-33.7pp | 79.9%-39.9pp |
| Annual return | 20.18% | 386.41%-366.2pp | 321.24%-301.1pp | 145.39%-125.2pp |
| Employer contribution / active EE | $402 | $2,765-85.4% | $2,620-84.6% | $4,194-90.4% |
| Participant deferral / active EE | $799 | $4,374-81.7% | $4,084-80.4% | $6,396-87.5% |
| Admin fee / account holder | $1,246 | $5,262-76.3% | $5,098-75.6% | $12,562-90.1% |