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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 | $25,336 | $72,071-64.8% | $68,368-62.9% | $137,256-81.5% |
| Participation rate | 53.8% | 76.2%-22.4pp | 73.8%-19.9pp | 80.0%-26.1pp |
| Annual return | 14.00% | 353.14%-339.1pp | 292.57%-278.6pp | 220.34%-206.3pp |
| Employer contribution / active EE | $1,001 | $2,788-64.1% | $2,649-62.2% | $4,156-75.9% |
| Participant deferral / active EE | $3,992 | $4,410-9.5% | $4,123-3.2% | $6,407-37.7% |
| Admin fee / account holder | $2,450 | $5,336-54.1% | $5,150-52.4% | $12,270-80.0% |