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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 | $15,832 | $72,071-78.0% | $68,368-76.8% | $137,256-88.5% |
| Participation rate | 13.0% | 76.2%-63.2pp | 73.8%-60.7pp | 80.0%-66.9pp |
| Annual return | 19.92% | 353.14%-333.2pp | 292.57%-272.7pp | 220.34%-200.4pp |
| Employer contribution / active EE | $451 | $2,788-83.8% | $2,649-83.0% | $4,156-89.2% |
| Participant deferral / active EE | $853 | $4,410-80.7% | $4,123-79.3% | $6,407-86.7% |
| Admin fee / account holder | $4,190 | $5,336-21.5% | $5,150-18.6% | $12,270-65.9% |