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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 | $29,173 | $162,529-82.1% | $130,788-77.7% | $154,746-81.1% |
| Participation rate | 59.1% | 75.9%-16.8pp | 70.1%-11.0pp | 80.7%-21.6pp |
| Annual return | 13.92% | 510.48%-496.6pp | 386.44%-372.5pp | 172.34%-158.4pp |
| Employer contribution / active EE | $1,047 | $4,447-76.5% | $3,558-70.6% | $4,379-76.1% |
| Participant deferral / active EE | $2,599 | $4,808-45.9% | $4,137-37.2% | $6,730-61.4% |
| Admin fee / account holder | $2,354 | $7,669-69.3% | $6,673-64.7% | $14,365-83.6% |