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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 | $23,978 | $165,399-85.5% | $149,745-84.0% | $158,982-84.9% |
| Participation rate | 25.0% | 84.6%-59.6pp | 82.5%-57.5pp | 82.0%-57.0pp |
| Annual return | 28.16% | 348.34%-320.2pp | 276.72%-248.6pp | 302.99%-274.8pp |
| Employer contribution / active EE | $1,067 | $5,105-79.1% | $4,646-77.0% | $4,763-77.6% |
| Participant deferral / active EE | $2,550 | $7,183-64.5% | $6,843-62.7% | $5,983-57.4% |
| Admin fee / account holder | $1,410 | $10,811-87.0% | $9,312-84.9% | $11,252-87.5% |