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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 | $26,523 | $63,346-58.1% | $92,239-71.2% | $70,124-62.2% |
| Participation rate | 65.6% | 68.7%-3.1pp | 76.5%-10.9pp | 69.5%-4.0pp |
| Annual return | 25.40% | 530.19%-504.8pp | 176.29%-150.9pp | 73.14%-47.7pp |
| Employer contribution / active EE | $1,443 | $2,471-41.6% | $3,680-60.8% | $2,342-38.4% |
| Participant deferral / active EE | $2,523 | $2,854-11.6% | $3,897-35.3% | $3,332-24.3% |
| Admin fee / account holder | $1,609 | $3,841-58.1% | $5,194-69.0% | $4,645-65.4% |