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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 | $28,848 | $226,105-87.2% | $182,540-84.2% | $152,897-81.1% |
| Participation rate | 61.1% | 82.5%-21.4pp | 78.0%-16.9pp | 82.5%-21.3pp |
| Annual return | 22.64% | 192.58%-169.9pp | 148.58%-125.9pp | 345.43%-322.8pp |
| Employer contribution / active EE | $1,258 | $4,978-74.7% | $4,076-69.1% | $4,764-73.6% |
| Participant deferral / active EE | $2,736 | $6,370-57.1% | $5,525-50.5% | $5,851-53.2% |
| Admin fee / account holder | $4,130 | $10,706-61.4% | $8,593-51.9% | $11,599-64.4% |