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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 | $23,181 | $148,623-84.4% | $135,974-83.0% | $139,466-83.4% |
| Participation rate | 52.9% | 83.9%-30.9pp | 81.9%-29.0pp | 80.3%-27.4pp |
| Annual return | 22.06% | 79.30%-57.2pp | 68.30%-46.2pp | 373.66%-351.6pp |
| Employer contribution / active EE | $1,277 | $5,246-75.7% | $4,859-73.7% | $4,754-73.1% |
| Participant deferral / active EE | $2,934 | $8,103-63.8% | $7,760-62.2% | $6,712-56.3% |
| Admin fee / account holder | $1,100 | $12,406-91.1% | $10,767-89.8% | $11,409-90.4% |