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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 | $28,605 | $102,422-72.1% | $147,117-80.6% | $80,959-64.7% |
| Participation rate | 64.0% | 75.9%-11.9pp | 82.2%-18.2pp | 67.7%-3.7pp |
| Annual return | 18.79% | 135.16%-116.4pp | 420.54%-401.7pp | 35.67%-16.9pp |
| Employer contribution / active EE | $2,809 | $3,717-24.4% | $4,932-43.1% | $2,757+1.9% |
| Participant deferral / active EE | $3,695 | $6,652-44.4% | $8,065-54.2% | $4,300-14.1% |
| Admin fee / account holder | $1,738 | $7,953-78.1% | $12,993-86.6% | $6,925-74.9% |