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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 | $25,772 | $124,330-79.3% | $109,173-76.4% | $167,536-84.6% |
| Participation rate | 58.3% | 79.5%-21.1pp | 75.9%-17.5pp | 82.1%-23.8pp |
| Annual return | 13.89% | 26.04%-12.2pp | 25.75%-11.9pp | 478.82%-464.9pp |
| Employer contribution / active EE | $1,668 | $4,209-60.4% | $3,723-55.2% | $4,839-65.5% |
| Participant deferral / active EE | $3,436 | $5,256-34.6% | $4,654-26.2% | $6,342-45.8% |
| Admin fee / account holder | $361 | $7,974-95.5% | $6,755-94.7% | $12,315-97.1% |