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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 | $132,099-86.0% | $115,599-84.1% | $138,895-86.7% |
| Participation rate | 57.1% | 77.9%-20.7pp | 74.3%-17.1pp | 79.9%-22.8pp |
| Annual return | 20.49% | 176.76%-156.3pp | 111.10%-90.6pp | 145.39%-124.9pp |
| Employer contribution / active EE | $1,660 | $3,416-51.4% | $2,955-43.8% | $4,194-60.4% |
| Participant deferral / active EE | $3,269 | $5,617-41.8% | $4,889-33.1% | $6,396-48.9% |
| Admin fee / account holder | $2,452 | $15,650-84.3% | $12,841-80.9% | $12,562-80.5% |