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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 | $21,269 | $72,071-70.5% | $68,368-68.9% | $137,256-84.5% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 17.42% | 353.14%-335.7pp | 292.57%-275.2pp | 220.34%-202.9pp |
| Employer contribution / active EE | $1,909 | $2,788-31.5% | $2,649-27.9% | $4,156-54.1% |
| Participant deferral / active EE | $3,524 | $4,410-20.1% | $4,123-14.5% | $6,407-45.0% |
| Admin fee / account holder | $1,735 | $5,336-67.5% | $5,150-66.3% | $12,270-85.9% |