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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 | $26,662 | $165,381-83.9% | $149,730-82.2% | $158,966-83.2% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 22.07% | 348.29%-326.2pp | 276.70%-254.6pp | 302.95%-280.9pp |
| Employer contribution / active EE | $2,280 | $5,104-55.3% | $4,645-50.9% | $4,762-52.1% |
| Participant deferral / active EE | $4,896 | $7,182-31.8% | $6,843-28.4% | $5,983-18.2% |
| Admin fee / account holder | $2,762 | $10,809-74.4% | $9,310-70.3% | $11,250-75.4% |