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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 | $11,248 | $72,071-84.4% | $68,368-83.5% | $137,256-91.8% |
| Participation rate | 30.0% | 76.2%-46.2pp | 73.8%-43.8pp | 80.0%-50.0pp |
| Annual return | 19.92% | 353.14%-333.2pp | 292.57%-272.7pp | 220.34%-200.4pp |
| Employer contribution / active EE | $607 | $2,788-78.2% | $2,649-77.1% | $4,156-85.4% |
| Participant deferral / active EE | $1,079 | $4,410-75.5% | $4,123-73.8% | $6,407-83.2% |
| Admin fee / account holder | $5,712 | $5,336+7.0% | $5,150+10.9% | $12,270-53.5% |