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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 | $21,649 | $114,119-81.0% | $107,187-79.8% | $138,895-84.4% |
| Participation rate | 62.5% | 78.1%-15.6pp | 75.0%-12.5pp | 79.9%-17.4pp |
| Annual return | 19.50% | 273.21%-253.7pp | 204.55%-185.0pp | 145.39%-125.9pp |
| Employer contribution / active EE | $1,565 | $4,059-61.4% | $3,782-58.6% | $4,194-62.7% |
| Participant deferral / active EE | $2,611 | $5,538-52.9% | $5,096-48.8% | $6,396-59.2% |
| Admin fee / account holder | $883 | $10,024-91.2% | $9,162-90.4% | $12,562-93.0% |