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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 | $19,461 | $109,908-82.3% | $97,161-80.0% | $145,978-86.7% |
| Participation rate | 33.3% | 75.9%-42.6pp | 72.7%-39.4pp | 80.3%-47.0pp |
| Annual return | 9.07% | 243.80%-234.7pp | 75.36%-66.3pp | 550.52%-541.4pp |
| Employer contribution / active EE | $570 | $3,077-81.5% | $2,723-79.1% | $4,662-87.8% |
| Participant deferral / active EE | $4,000 | $4,679-14.5% | $4,265-6.2% | $6,690-40.2% |
| Admin fee / account holder | $7,739 | $6,213+24.6% | $5,647+37.0% | $13,400-42.2% |