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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 | $23,482 | $107,363-78.1% | $92,909-74.7% | $152,897-84.6% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.5%-15.8pp |
| Annual return | 19.78% | 145.63%-125.8pp | 109.44%-89.7pp | 345.43%-325.6pp |
| Employer contribution / active EE | $1,420 | $4,222-66.4% | $3,653-61.1% | $4,764-70.2% |
| Participant deferral / active EE | $2,488 | $4,848-48.7% | $4,238-41.3% | $5,851-57.5% |
| Admin fee / account holder | $2,540 | $7,082-64.1% | $5,795-56.2% | $11,599-78.1% |