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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 | $16,046 | $149,040-89.2% | $120,225-86.7% | $137,256-88.3% |
| Participation rate | 34.8% | 75.4%-40.6pp | 69.6%-34.8pp | 80.0%-45.2pp |
| Annual return | 27.84% | 605.68%-577.8pp | 439.23%-411.4pp | 220.34%-192.5pp |
| Employer contribution / active EE | $840 | $4,350-80.7% | $3,475-75.8% | $4,156-79.8% |
| Participant deferral / active EE | $2,545 | $4,655-45.3% | $3,999-36.4% | $6,407-60.3% |
| Admin fee / account holder | $1,696 | $6,348-73.3% | $5,696-70.2% | $12,270-86.2% |