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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 | $28,701 | $118,877-75.9% | $96,570-70.3% | $167,536-82.9% |
| Participation rate | 68.8% | 75.5%-6.7pp | 69.8%-1.1pp | 82.1%-13.4pp |
| Annual return | 16.67% | 50.50%-33.8pp | 37.79%-21.1pp | 478.82%-462.2pp |
| Employer contribution / active EE | $1,492 | $3,121-52.2% | $2,357-36.7% | $4,839-69.2% |
| Participant deferral / active EE | $3,814 | $4,617-17.4% | $3,849-0.9% | $6,342-39.9% |
| Admin fee / account holder | $464 | $8,069-94.3% | $6,182-92.5% | $12,315-96.2% |