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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 | $25,537 | $148,623-82.8% | $135,974-81.2% | $139,466-81.7% |
| Participation rate | 28.6% | 83.9%-55.3pp | 81.9%-53.3pp | 80.3%-51.8pp |
| Annual return | 16.17% | 79.30%-63.1pp | 68.30%-52.1pp | 373.66%-357.5pp |
| Employer contribution / active EE | $1,349 | $5,246-74.3% | $4,859-72.2% | $4,754-71.6% |
| Participant deferral / active EE | $5,047 | $8,103-37.7% | $7,760-35.0% | $6,712-24.8% |
| Admin fee / account holder | $1,069 | $12,406-91.4% | $10,767-90.1% | $11,409-90.6% |