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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 | $27,191 | $100,139-72.8% | $85,187-68.1% | $145,884-81.4% |
| Participation rate | 35.7% | 74.1%-38.4pp | 67.5%-31.8pp | 80.3%-44.6pp |
| Annual return | 12.97% | 84.15%-71.2pp | 66.67%-53.7pp | 551.85%-538.9pp |
| Employer contribution / active EE | $1,771 | $3,238-45.3% | $2,732-35.2% | $4,662-62.0% |
| Participant deferral / active EE | $5,056 | $5,296-4.5% | $4,525+11.7% | $6,690-24.4% |
| Admin fee / account holder | $1,896 | $7,262-73.9% | $6,162-69.2% | $13,392-85.8% |