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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 | $24,276 | $55,930-56.6% | $76,089-68.1% | $80,925-70.0% |
| Participation rate | 60.6% | 62.1%-1.4pp | 69.1%-8.5pp | 67.7%-7.1pp |
| Annual return | 13.29% | 20.58%-7.3pp | 360.94%-347.6pp | 35.65%-22.4pp |
| Employer contribution / active EE | $3,186 | $1,866+70.7% | $2,690+18.4% | $2,756+15.6% |
| Participant deferral / active EE | $5,106 | $3,051+67.4% | $4,259+19.9% | $4,299+18.8% |
| Admin fee / account holder | $2,539 | $5,241-51.6% | $6,418-60.4% | $6,940-63.4% |