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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 | $21,760 | $183,627-88.1% | $155,602-86.0% | $145,978-85.1% |
| Participation rate | 25.0% | 82.7%-57.7pp | 78.2%-53.2pp | 80.3%-55.3pp |
| Annual return | 12.60% | 61.32%-48.7pp | 64.81%-52.2pp | 550.52%-537.9pp |
| Employer contribution / active EE | $1,501 | $5,316-71.8% | $4,675-67.9% | $4,662-67.8% |
| Participant deferral / active EE | $2,918 | $6,466-54.9% | $5,629-48.2% | $6,690-56.4% |
| Admin fee / account holder | $1,498 | $19,327-92.2% | $15,923-90.6% | $13,400-88.8% |