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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 | $25,284 | $157,296-83.9% | $141,191-82.1% | $152,897-83.5% |
| Participation rate | 68.8% | 84.8%-16.1pp | 82.5%-13.7pp | 82.5%-13.7pp |
| Annual return | 15.86% | 64.34%-48.5pp | 71.41%-55.6pp | 345.43%-329.6pp |
| Employer contribution / active EE | $3,078 | $5,262-41.5% | $4,736-35.0% | $4,764-35.4% |
| Participant deferral / active EE | $5,318 | $7,111-25.2% | $6,710-20.7% | $5,851-9.1% |
| Admin fee / account holder | $7,574 | $12,125-37.5% | $10,264-26.2% | $11,599-34.7% |