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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 | $27,354 | $72,071-62.0% | $68,368-60.0% | $137,256-80.1% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 15.31% | 353.14%-337.8pp | 292.57%-277.3pp | 220.34%-205.0pp |
| Employer contribution / active EE | $1,626 | $2,788-41.7% | $2,649-38.6% | $4,156-60.9% |
| Participant deferral / active EE | $2,479 | $4,410-43.8% | $4,123-39.9% | $6,407-61.3% |
| Admin fee / account holder | $11,141 | $5,336+108.8% | $5,150+116.3% | $12,270-9.2% |