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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 | $29,237 | $112,935-74.1% | $90,970-67.9% | $158,966-81.6% |
| Participation rate | 31.3% | 74.7%-43.5pp | 69.0%-37.8pp | 82.0%-50.7pp |
| Annual return | 7.55% | 215.79%-208.2pp | 134.58%-127.0pp | 302.95%-295.4pp |
| Employer contribution / active EE | $778 | $2,895-73.1% | $2,122-63.3% | $4,762-83.7% |
| Participant deferral / active EE | $1,427 | $4,129-65.4% | $3,373-57.7% | $5,983-76.2% |
| Admin fee / account holder | $6,381 | $8,045-20.7% | $5,960+7.1% | $11,250-43.3% |