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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 | $29,827 | $129,476-77.0% | $93,515-68.1% | $158,982-81.2% |
| Participation rate | 66.7% | 71.0%-4.3pp | 66.8%-0.2pp | 82.0%-15.3pp |
| Annual return | 15.21% | 118.56%-103.4pp | 78.21%-63.0pp | 302.99%-287.8pp |
| Employer contribution / active EE | $1,721 | $2,717-36.7% | $2,077-17.1% | $4,763-63.9% |
| Participant deferral / active EE | $2,670 | $3,916-31.8% | $3,129-14.7% | $5,983-55.4% |
| Admin fee / account holder | $794 | $7,396-89.3% | $5,235-84.8% | $11,252-92.9% |