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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 | $28,358 | $132,634-78.6% | $115,768-75.5% | $137,256-79.3% |
| Participation rate | 58.3% | 77.9%-19.5pp | 74.4%-16.1pp | 80.0%-21.6pp |
| Annual return | 15.98% | 160.70%-144.7pp | 100.46%-84.5pp | 220.34%-204.4pp |
| Employer contribution / active EE | $1,097 | $3,360-67.4% | $2,940-62.7% | $4,156-73.6% |
| Participant deferral / active EE | $2,352 | $5,619-58.1% | $4,917-52.2% | $6,407-63.3% |
| Admin fee / account holder | $1,448 | $15,028-90.4% | $12,439-88.4% | $12,270-88.2% |