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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 | $31,600 | $185,905-83.0% | $170,057-81.4% | $139,487-77.3% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 23.47% | 60.56%-37.1pp | 53.42%-29.9pp | 373.84%-350.4pp |
| Employer contribution / active EE | $1,500 | $7,597-80.3% | $6,790-77.9% | $4,755-68.5% |
| Participant deferral / active EE | $6,338 | $11,627-45.5% | $10,411-39.1% | $6,713-5.6% |
| Admin fee / account holder | $1,401 | $15,397-90.9% | $12,826-89.1% | $11,407-87.7% |