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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 | $23,711 | $108,911-78.2% | $100,392-76.4% | $145,884-83.7% |
| Participation rate | 68.4% | 83.0%-14.5pp | 81.5%-13.1pp | 80.3%-11.9pp |
| Annual return | 11.31% | 58.23%-46.9pp | 49.45%-38.1pp | 551.85%-540.5pp |
| Employer contribution / active EE | $1,459 | $4,420-67.0% | $3,941-63.0% | $4,662-68.7% |
| Participant deferral / active EE | $3,127 | $8,459-63.0% | $8,090-61.3% | $6,690-53.3% |
| Admin fee / account holder | $4,382 | $9,698-54.8% | $7,904-44.6% | $13,392-67.3% |