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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 | $24,797 | $176,120-85.9% | $159,487-84.5% | $167,553-85.2% |
| Participation rate | 60.0% | 85.0%-25.0pp | 82.8%-22.8pp | 82.1%-22.1pp |
| Annual return | 18.57% | 331.95%-313.4pp | 263.71%-245.1pp | 478.89%-460.3pp |
| Employer contribution / active EE | $1,814 | $5,299-65.8% | $4,831-62.4% | $4,840-62.5% |
| Participant deferral / active EE | $4,865 | $7,752-37.2% | $7,354-33.8% | $6,343-23.3% |
| Admin fee / account holder | $1,026 | $12,561-91.8% | $10,804-90.5% | $12,316-91.7% |