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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 | $24,880 | $148,623-83.3% | $135,974-81.7% | $139,466-82.2% |
| Participation rate | 63.2% | 83.9%-20.7pp | 81.9%-18.8pp | 80.3%-17.2pp |
| Annual return | 18.61% | 79.30%-60.7pp | 68.30%-49.7pp | 373.66%-355.1pp |
| Employer contribution / active EE | $2,370 | $5,246-54.8% | $4,859-51.2% | $4,754-50.2% |
| Participant deferral / active EE | $4,453 | $8,103-45.0% | $7,760-42.6% | $6,712-33.7% |
| Admin fee / account holder | $3,223 | $12,406-74.0% | $10,767-70.1% | $11,409-71.7% |