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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 | $23,893 | $124,314-80.8% | $109,163-78.1% | $167,518-85.7% |
| Participation rate | 62.5% | 79.4%-16.9pp | 75.9%-13.4pp | 82.1%-19.6pp |
| Annual return | 21.76% | 26.04%-4.3pp | 25.75%-4.0pp | 478.71%-456.9pp |
| Employer contribution / active EE | $2,403 | $4,209-42.9% | $3,723-35.4% | $4,838-50.3% |
| Participant deferral / active EE | $8,401 | $5,256+59.8% | $4,654+80.5% | $6,342+32.5% |
| Admin fee / account holder | $527 | $7,973-93.4% | $6,754-92.2% | $12,312-95.7% |