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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 | $24,097 | $100,139-75.9% | $85,187-71.7% | $145,884-83.5% |
| Participation rate | 37.5% | 74.1%-36.6pp | 67.5%-30.0pp | 80.3%-42.8pp |
| Annual return | 13.77% | 84.15%-70.4pp | 66.67%-52.9pp | 551.85%-538.1pp |
| Employer contribution / active EE | $1,603 | $3,238-50.5% | $2,732-41.3% | $4,662-65.6% |
| Participant deferral / active EE | $3,739 | $5,296-29.4% | $4,525-17.4% | $6,690-44.1% |
| Admin fee / account holder | $1,885 | $7,262-74.0% | $6,162-69.4% | $13,392-85.9% |