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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 | $22,978 | $81,664-71.9% | $70,476-67.4% | $158,966-85.5% |
| Participation rate | 42.9% | 77.7%-34.9pp | 75.1%-32.2pp | 82.0%-39.1pp |
| Annual return | 9.93% | 208.59%-198.7pp | 109.12%-99.2pp | 302.95%-293.0pp |
| Employer contribution / active EE | $1,113 | $3,219-65.4% | $2,738-59.4% | $4,762-76.6% |
| Participant deferral / active EE | $1,113 | $4,556-75.6% | $3,710-70.0% | $5,983-81.4% |
| Admin fee / account holder | $820 | $6,197-86.8% | $3,847-78.7% | $11,250-92.7% |