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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 | $18,634 | $81,643-77.2% | $70,462-73.6% | $158,950-88.3% |
| Participation rate | 57.9% | 77.7%-19.8pp | 75.1%-17.2pp | 82.0%-24.1pp |
| Annual return | 14.90% | 208.51%-193.6pp | 109.08%-94.2pp | 302.91%-288.0pp |
| Employer contribution / active EE | $504 | $3,218-84.3% | $2,737-81.6% | $4,762-89.4% |
| Participant deferral / active EE | $2,726 | $4,555-40.2% | $3,710-26.5% | $5,983-54.4% |
| Admin fee / account holder | $2,838 | $6,194-54.2% | $3,845-26.2% | $11,248-74.8% |