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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 | $15,287 | $70,366-78.3% | $66,674-77.1% | $138,895-89.0% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.7%-13.7pp | 79.9%-19.9pp |
| Annual return | 26.03% | 386.41%-360.4pp | 321.24%-295.2pp | 145.39%-119.4pp |
| Employer contribution / active EE | $2,028 | $2,765-26.7% | $2,620-22.6% | $4,194-51.7% |
| Participant deferral / active EE | $2,067 | $4,374-52.7% | $4,084-49.4% | $6,396-67.7% |
| Admin fee / account holder | $1,129 | $5,262-78.6% | $5,098-77.9% | $12,562-91.0% |