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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 | $26,867 | $148,629-81.9% | $135,982-80.2% | $139,487-80.7% |
| Participation rate | 56.3% | 83.9%-27.6pp | 81.9%-25.7pp | 80.3%-24.1pp |
| Annual return | 19.83% | 79.33%-59.5pp | 68.32%-48.5pp | 373.84%-354.0pp |
| Employer contribution / active EE | $2,256 | $5,247-57.0% | $4,859-53.6% | $4,755-52.6% |
| Participant deferral / active EE | $3,997 | $8,102-50.7% | $7,760-48.5% | $6,713-40.5% |
| Admin fee / account holder | $719 | $12,406-94.2% | $10,767-93.3% | $11,407-93.7% |