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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 | $26,745 | $157,296-83.0% | $141,191-81.1% | $152,897-82.5% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 27.52% | 64.34%-36.8pp | 71.41%-43.9pp | 345.43%-317.9pp |
| Employer contribution / active EE | $2,561 | $5,262-51.3% | $4,736-45.9% | $4,764-46.2% |
| Participant deferral / active EE | $2,991 | $7,111-57.9% | $6,710-55.4% | $5,851-48.9% |
| Admin fee / account holder | $4,621 | $12,125-61.9% | $10,264-55.0% | $11,599-60.2% |