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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 | $23,790 | $134,817-82.4% | $123,973-80.8% | $155,188-84.7% |
| Participation rate | 55.0% | 79.4%-24.4pp | 76.7%-21.7pp | 80.8%-25.8pp |
| Annual return | 17.20% | 515.49%-498.3pp | 388.13%-370.9pp | 148.84%-131.6pp |
| Employer contribution / active EE | $1,114 | $4,425-74.8% | $4,126-73.0% | $4,248-73.8% |
| Participant deferral / active EE | $2,217 | $5,706-61.1% | $5,247-57.7% | $6,531-66.1% |
| Admin fee / account holder | $1,807 | $13,245-86.4% | $11,799-84.7% | $14,480-87.5% |