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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 | $25,490 | $98,776-74.2% | $149,745-83.0% | $79,856-68.1% |
| Participation rate | 60.7% | 75.8%-15.1pp | 82.5%-21.8pp | 69.6%-9.0pp |
| Annual return | 26.38% | 27.38%-1.0pp | 276.72%-250.3pp | 31.71%-5.3pp |
| Employer contribution / active EE | $2,390 | $3,217-25.7% | $4,646-48.6% | $2,471-3.3% |
| Participant deferral / active EE | $4,562 | $5,681-19.7% | $6,843-33.3% | $3,741+22.0% |
| Admin fee / account holder | $1,514 | $6,053-75.0% | $9,312-83.7% | $5,306-71.5% |