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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 | $90,397-82.1% | $76,002-78.7% | $145,959-88.9% |
| Participation rate | 30.8% | 74.5%-43.7pp | 69.1%-38.3pp | 80.3%-49.5pp |
| Annual return | 18.55% | 621.97%-603.4pp | 360.07%-341.5pp | 561.95%-543.4pp |
| Employer contribution / active EE | $1,023 | $3,317-69.2% | $2,688-62.0% | $4,661-78.1% |
| Participant deferral / active EE | $2,068 | $5,163-59.9% | $4,257-51.4% | $6,689-69.1% |
| Admin fee / account holder | $740 | $8,369-91.2% | $6,414-88.5% | $13,398-94.5% |