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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 | $26,283 | $103,000-74.5% | $90,300-70.9% | $152,885-82.8% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.5%-15.8pp |
| Annual return | 23.60% | 95.19%-71.6pp | 78.11%-54.5pp | 345.39%-321.8pp |
| Employer contribution / active EE | $1,670 | $3,138-46.8% | $2,854-41.5% | $4,763-64.9% |
| Participant deferral / active EE | $3,124 | $4,281-27.0% | $3,884-19.6% | $5,851-46.6% |
| Admin fee / account holder | $2,131 | $6,173-65.5% | $5,353-60.2% | $11,598-81.6% |