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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 | $26,323 | $157,296-83.3% | $141,191-81.4% | $152,897-82.8% |
| Participation rate | 54.5% | 84.8%-30.3pp | 82.5%-27.9pp | 82.5%-27.9pp |
| Annual return | 27.94% | 64.34%-36.4pp | 71.41%-43.5pp | 345.43%-317.5pp |
| Employer contribution / active EE | $1,635 | $5,262-68.9% | $4,736-65.5% | $4,764-65.7% |
| Participant deferral / active EE | $2,914 | $7,111-59.0% | $6,710-56.6% | $5,851-50.2% |
| Admin fee / account holder | $362 | $12,125-97.0% | $10,264-96.5% | $11,599-96.9% |