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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 | $26,031 | $70,366-63.0% | $66,674-61.0% | $138,895-81.3% |
| Participation rate | 58.8% | 76.2%-17.4pp | 73.7%-14.8pp | 79.9%-21.1pp |
| Annual return | 17.71% | 386.41%-368.7pp | 321.24%-303.5pp | 145.39%-127.7pp |
| Employer contribution / active EE | $1,474 | $2,765-46.7% | $2,620-43.8% | $4,194-64.9% |
| Participant deferral / active EE | $2,833 | $4,374-35.2% | $4,084-30.6% | $6,396-55.7% |
| Admin fee / account holder | $2,623 | $5,262-50.2% | $5,098-48.6% | $12,562-79.1% |