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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 | $25,449 | $99,652-74.5% | $78,778-67.7% | $147,586-82.8% |
| Participation rate | 20.0% | 76.2%-56.2pp | 69.2%-49.2pp | 82.8%-62.8pp |
| Annual return | 15.74% | 47.28%-31.5pp | 35.62%-19.9pp | 578.59%-562.9pp |
| Employer contribution / active EE | $1,239 | $2,796-55.7% | $1,986-37.6% | $4,876-74.6% |
| Participant deferral / active EE | $1,857 | $3,664-49.3% | $2,958-37.2% | $5,439-65.9% |
| Admin fee / account holder | $1,956 | $7,155-72.7% | $5,134-61.9% | $10,886-82.0% |