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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 | $20,124 | $148,623-86.5% | $135,974-85.2% | $139,466-85.6% |
| Participation rate | 18.2% | 83.9%-65.7pp | 81.9%-63.7pp | 80.3%-62.2pp |
| Annual return | 32.78% | 79.30%-46.5pp | 68.30%-35.5pp | 373.66%-340.9pp |
| Employer contribution / active EE | $1,581 | $5,246-69.9% | $4,859-67.5% | $4,754-66.7% |
| Participant deferral / active EE | $3,346 | $8,103-58.7% | $7,760-56.9% | $6,712-50.2% |
| Admin fee / account holder | $2,428 | $12,406-80.4% | $10,767-77.5% | $11,409-78.7% |