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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 | $20,151 | $70,121-71.3% | $63,803-68.4% | $138,895-85.5% |
| Participation rate | 37.5% | 77.2%-39.7pp | 72.7%-35.2pp | 79.9%-42.4pp |
| Annual return | 23.51% | 946.48%-923.0pp | 543.72%-520.2pp | 145.39%-121.9pp |
| Employer contribution / active EE | $1,242 | $2,882-56.9% | $2,532-50.9% | $4,194-70.4% |
| Participant deferral / active EE | $1,242 | $4,535-72.6% | $3,843-67.7% | $6,396-80.6% |
| Admin fee / account holder | $1,028 | $6,738-84.7% | $5,196-80.2% | $12,562-91.8% |