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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 | $23,863 | $202,440-88.2% | $169,390-85.9% | $139,466-82.9% |
| Participation rate | 66.7% | 81.1%-14.4pp | 77.2%-10.5pp | 80.3%-13.7pp |
| Annual return | 17.84% | 532.36%-514.5pp | 406.07%-388.2pp | 373.66%-355.8pp |
| Employer contribution / active EE | $1,566 | $4,693-66.6% | $4,013-61.0% | $4,754-67.1% |
| Participant deferral / active EE | $5,097 | $6,940-26.6% | $6,222-18.1% | $6,712-24.1% |
| Admin fee / account holder | $4,242 | $10,722-60.4% | $9,015-52.9% | $11,409-62.8% |