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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 | $26,789 | $183,592-85.4% | $155,574-82.8% | $145,877-81.6% |
| Participation rate | 69.2% | 82.7%-13.5pp | 78.2%-9.0pp | 80.3%-11.1pp |
| Annual return | 11.90% | 61.37%-49.5pp | 64.87%-53.0pp | 551.28%-539.4pp |
| Employer contribution / active EE | $1,048 | $5,317-80.3% | $4,676-77.6% | $4,663-77.5% |
| Participant deferral / active EE | $2,110 | $6,466-67.4% | $5,629-62.5% | $6,691-68.5% |
| Admin fee / account holder | $6,244 | $19,316-67.7% | $15,914-60.8% | $13,402-53.4% |