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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 | $26,761 | $148,623-82.0% | $135,974-80.3% | $139,466-80.8% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 18.96% | 79.30%-60.3pp | 68.30%-49.3pp | 373.66%-354.7pp |
| Employer contribution / active EE | $1,785 | $5,246-66.0% | $4,859-63.3% | $4,754-62.5% |
| Participant deferral / active EE | $3,339 | $8,103-58.8% | $7,760-57.0% | $6,712-50.3% |
| Admin fee / account holder | $4,052 | $12,406-67.3% | $10,767-62.4% | $11,409-64.5% |