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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 | $18,438 | $132,634-86.1% | $115,768-84.1% | $137,256-86.6% |
| Participation rate | 57.1% | 77.9%-20.7pp | 74.4%-17.3pp | 80.0%-22.8pp |
| Annual return | 20.49% | 160.70%-140.2pp | 100.46%-80.0pp | 220.34%-199.8pp |
| Employer contribution / active EE | $1,660 | $3,360-50.6% | $2,940-43.5% | $4,156-60.1% |
| Participant deferral / active EE | $3,269 | $5,619-41.8% | $4,917-33.5% | $6,407-49.0% |
| Admin fee / account holder | $2,452 | $15,028-83.7% | $12,439-80.3% | $12,270-80.0% |