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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 | $27,118 | $148,582-81.7% | $135,942-80.1% | $139,456-80.6% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 19.54% | 79.26%-59.7pp | 68.28%-48.7pp | 373.45%-353.9pp |
| Employer contribution / active EE | $1,708 | $5,245-67.4% | $4,858-64.8% | $4,753-64.1% |
| Participant deferral / active EE | $10,423 | $8,101+28.7% | $7,759+34.3% | $6,711+55.3% |
| Admin fee / account holder | $705 | $12,402-94.3% | $10,764-93.5% | $11,407-93.8% |