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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 | $27,332 | $111,535-75.5% | $105,223-74.0% | $137,256-80.1% |
| Participation rate | 57.1% | 78.1%-20.9pp | 75.0%-17.9pp | 80.0%-22.8pp |
| Annual return | 22.59% | 237.85%-215.3pp | 180.65%-158.1pp | 220.34%-197.8pp |
| Employer contribution / active EE | $2,022 | $3,939-48.7% | $3,689-45.2% | $4,156-51.3% |
| Participant deferral / active EE | $3,889 | $5,500-29.3% | $5,072-23.3% | $6,407-39.3% |
| Admin fee / account holder | $11,884 | $9,721+22.2% | $8,859+34.1% | $12,270-3.1% |