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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 | $16,175 | $90,691-82.2% | $76,119-78.8% | $145,884-88.9% |
| Participation rate | 30.8% | 74.5%-43.7pp | 69.1%-38.3pp | 80.3%-49.5pp |
| Annual return | 18.55% | 624.52%-606.0pp | 361.25%-342.7pp | 551.85%-533.3pp |
| Employer contribution / active EE | $1,023 | $3,329-69.3% | $2,693-62.0% | $4,662-78.1% |
| Participant deferral / active EE | $2,068 | $5,167-60.0% | $4,259-51.4% | $6,690-69.1% |
| Admin fee / account holder | $740 | $8,383-91.2% | $6,421-88.5% | $13,392-94.5% |