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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 | $27,878 | $107,368-74.0% | $92,915-70.0% | $152,909-81.8% |
| Participation rate | 10.0% | 79.8%-69.8pp | 76.0%-66.0pp | 82.5%-72.5pp |
| Annual return | 16.94% | 145.64%-128.7pp | 109.45%-92.5pp | 345.46%-328.5pp |
| Employer contribution / active EE | $1,770 | $4,222-58.1% | $3,653-51.6% | $4,764-62.8% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,167 | $7,082-83.5% | $5,796-79.9% | $11,601-89.9% |