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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 | $17,997 | $183,539-90.2% | $155,556-88.4% | $145,897-87.7% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 17.95% | 61.31%-43.4pp | 64.84%-46.9pp | 552.29%-534.3pp |
| Employer contribution / active EE | $2,235 | $5,315-57.9% | $4,675-52.2% | $4,663-52.1% |
| Participant deferral / active EE | $4,188 | $6,467-35.2% | $5,631-25.6% | $6,689-37.4% |
| Admin fee / account holder | $3,786 | $19,275-80.4% | $15,885-76.2% | $13,390-71.7% |