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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 | $26,014 | $148,629-82.5% | $135,982-80.9% | $139,487-81.4% |
| Participation rate | 55.6% | 83.9%-28.3pp | 81.9%-26.4pp | 80.3%-24.8pp |
| Annual return | 19.13% | 79.33%-60.2pp | 68.32%-49.2pp | 373.84%-354.7pp |
| Employer contribution / active EE | $2,298 | $5,247-56.2% | $4,859-52.7% | $4,755-51.7% |
| Participant deferral / active EE | $3,306 | $8,102-59.2% | $7,760-57.4% | $6,713-50.8% |
| Admin fee / account holder | $6,798 | $12,406-45.2% | $10,767-36.9% | $11,407-40.4% |