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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 | $28,811 | $148,629-80.6% | $135,982-78.8% | $139,487-79.3% |
| Participation rate | 68.8% | 83.9%-15.1pp | 81.9%-13.2pp | 80.3%-11.6pp |
| Annual return | 24.32% | 79.33%-55.0pp | 68.32%-44.0pp | 373.84%-349.5pp |
| Employer contribution / active EE | $1,909 | $5,247-63.6% | $4,859-60.7% | $4,755-59.8% |
| Participant deferral / active EE | $3,541 | $8,102-56.3% | $7,760-54.4% | $6,713-47.2% |
| Admin fee / account holder | $5,399 | $12,406-56.5% | $10,767-49.9% | $11,407-52.7% |