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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 | $23,369 | $165,399-85.9% | $149,745-84.4% | $158,982-85.3% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 27.16% | 348.34%-321.2pp | 276.72%-249.6pp | 302.99%-275.8pp |
| Employer contribution / active EE | $993 | $5,105-80.5% | $4,646-78.6% | $4,763-79.2% |
| Participant deferral / active EE | $4,662 | $7,183-35.1% | $6,843-31.9% | $5,983-22.1% |
| Admin fee / account holder | $1,297 | $10,811-88.0% | $9,312-86.1% | $11,252-88.5% |