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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 | $27,109 | $172,111-84.2% | $150,298-82.0% | $137,256-80.2% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 46.35% | 69.37%-23.0pp | 62.79%-16.4pp | 220.34%-174.0pp |
| Employer contribution / active EE | $2,683 | $4,636-42.1% | $4,154-35.4% | $4,156-35.5% |
| Participant deferral / active EE | $2,724 | $6,166-55.8% | $5,453-50.1% | $6,407-57.5% |
| Admin fee / account holder | $1,199 | $16,471-92.7% | $14,116-91.5% | $12,270-90.2% |