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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 | $28,273 | $176,402-84.0% | $134,162-78.9% | $158,982-82.2% |
| Participation rate | 60.0% | 78.7%-18.7pp | 72.2%-12.2pp | 82.0%-22.0pp |
| Annual return | 20.11% | 63.66%-43.5pp | 36.35%-16.2pp | 302.99%-282.9pp |
| Employer contribution / active EE | $1,463 | $5,042-71.0% | $3,705-60.5% | $4,763-69.3% |
| Participant deferral / active EE | $5,545 | $4,093+35.5% | $3,500+58.5% | $5,983-7.3% |
| Admin fee / account holder | $1,490 | $8,719-82.9% | $6,685-77.7% | $11,252-86.8% |