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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 | $27,099 | $138,076-80.4% | $123,553-78.1% | $135,380-80.0% |
| Participation rate | 30.0% | 84.7%-54.7pp | 82.3%-52.3pp | 82.6%-52.6pp |
| Annual return | 18.39% | 153.70%-135.3pp | 119.21%-100.8pp | 519.81%-501.4pp |
| Employer contribution / active EE | $1,127 | $5,152-78.1% | $4,628-75.6% | $4,779-76.4% |
| Participant deferral / active EE | $9,988 | $6,800+46.9% | $6,426+55.4% | $5,609+78.1% |
| Admin fee / account holder | $4,782 | $10,917-56.2% | $9,284-48.5% | $10,828-55.8% |