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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 | $23,245 | $165,381-85.9% | $149,730-84.5% | $158,966-85.4% |
| Participation rate | 61.5% | 84.6%-23.0pp | 82.5%-20.9pp | 82.0%-20.4pp |
| Annual return | 26.50% | 348.29%-321.8pp | 276.70%-250.2pp | 302.95%-276.5pp |
| Employer contribution / active EE | $2,331 | $5,104-54.3% | $4,645-49.8% | $4,762-51.1% |
| Participant deferral / active EE | $4,833 | $7,182-32.7% | $6,843-29.4% | $5,983-19.2% |
| Admin fee / account holder | $3,959 | $10,809-63.4% | $9,310-57.5% | $11,250-64.8% |