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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 | $23,746 | $125,237-81.0% | $105,608-77.5% | $145,877-83.7% |
| Participation rate | 50.0% | 77.7%-27.7pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | 15.81% | 225.76%-210.0pp | 116.50%-100.7pp | 551.28%-535.5pp |
| Employer contribution / active EE | $1,555 | $3,720-58.2% | $3,167-50.9% | $4,663-66.6% |
| Participant deferral / active EE | $2,046 | $5,711-64.2% | $5,010-59.2% | $6,691-69.4% |
| Admin fee / account holder | $1,737 | $17,287-90.0% | $11,028-84.3% | $13,402-87.0% |