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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 | $27,483 | $90,691-69.7% | $76,119-63.9% | $145,884-81.2% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.1%-2.4pp | 80.3%-13.6pp |
| Annual return | 12.93% | 624.52%-611.6pp | 361.25%-348.3pp | 551.85%-538.9pp |
| Employer contribution / active EE | $1,093 | $3,329-67.2% | $2,693-59.4% | $4,662-76.6% |
| Participant deferral / active EE | $4,467 | $5,167-13.5% | $4,259+4.9% | $6,690-33.2% |
| Admin fee / account holder | $1,404 | $8,383-83.2% | $6,421-78.1% | $13,392-89.5% |