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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 | $32,509 | $70,366-53.8% | $66,674-51.2% | $138,895-76.6% |
| Participation rate | 69.2% | 76.2%-6.9pp | 73.7%-4.4pp | 79.9%-10.7pp |
| Annual return | 15.91% | 386.41%-370.5pp | 321.24%-305.3pp | 145.39%-129.5pp |
| Employer contribution / active EE | $1,275 | $2,765-53.9% | $2,620-51.3% | $4,194-69.6% |
| Participant deferral / active EE | $2,614 | $4,374-40.2% | $4,084-36.0% | $6,396-59.1% |
| Admin fee / account holder | $12,650 | $5,262+140.4% | $5,098+148.1% | $12,562+0.7% |