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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 | $28,859 | $183,539-84.3% | $155,556-81.4% | $145,897-80.2% |
| Participation rate | 57.1% | 82.7%-25.6pp | 78.2%-21.1pp | 80.3%-23.2pp |
| Annual return | 12.95% | 61.31%-48.4pp | 64.84%-51.9pp | 552.29%-539.3pp |
| Employer contribution / active EE | $2,166 | $5,315-59.3% | $4,675-53.7% | $4,663-53.5% |
| Participant deferral / active EE | $5,344 | $6,467-17.4% | $5,631-5.1% | $6,689-20.1% |
| Admin fee / account holder | $6,061 | $19,275-68.6% | $15,885-61.8% | $13,390-54.7% |