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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 | $26,120 | $183,516-85.8% | $155,534-83.2% | $145,884-82.1% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 12.78% | 61.43%-48.6pp | 64.92%-52.1pp | 551.85%-539.1pp |
| Employer contribution / active EE | $1,072 | $5,315-79.8% | $4,675-77.1% | $4,662-77.0% |
| Participant deferral / active EE | $4,811 | $6,467-25.6% | $5,630-14.5% | $6,690-28.1% |
| Admin fee / account holder | $7,149 | $19,293-62.9% | $15,900-55.0% | $13,392-46.6% |