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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 | $26,496 | $112,935-76.5% | $90,970-70.9% | $158,966-83.3% |
| Participation rate | 66.7% | 74.7%-8.1pp | 69.0%-2.3pp | 82.0%-15.3pp |
| Annual return | 16.44% | 215.79%-199.3pp | 134.58%-118.1pp | 302.95%-286.5pp |
| Employer contribution / active EE | $1,067 | $2,895-63.2% | $2,122-49.7% | $4,762-77.6% |
| Participant deferral / active EE | $3,411 | $4,129-17.4% | $3,373+1.1% | $5,983-43.0% |
| Admin fee / account holder | $3,166 | $8,045-60.6% | $5,960-46.9% | $11,250-71.9% |