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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 | $23,828 | $115,814-79.4% | $101,275-76.5% | $158,982-85.0% |
| Participation rate | 40.9% | 79.4%-38.5pp | 75.8%-34.9pp | 82.0%-41.1pp |
| Annual return | 31.85% | 56.16%-24.3pp | 46.48%-14.6pp | 302.99%-271.1pp |
| Employer contribution / active EE | $1,281 | $4,176-69.3% | $3,660-65.0% | $4,763-73.1% |
| Participant deferral / active EE | $2,703 | $4,958-45.5% | $4,371-38.2% | $5,983-54.8% |
| Admin fee / account holder | $325 | $7,249-95.5% | $5,948-94.5% | $11,252-97.1% |