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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 | $27,236 | $123,854-78.0% | $69,623-60.9% | $145,884-81.3% |
| Participation rate | 68.8% | 69.2%-0.5pp | 66.4%+2.3pp | 80.3%-11.6pp |
| Annual return | 8.09% | 192.35%-184.3pp | 101.23%-93.1pp | 551.85%-543.8pp |
| Employer contribution / active EE | $1,288 | $2,673-51.8% | $1,709-24.6% | $4,662-72.4% |
| Participant deferral / active EE | $2,888 | $4,242-31.9% | $2,890-0.1% | $6,690-56.8% |
| Admin fee / account holder | $3,841 | $7,822-50.9% | $4,696-18.2% | $13,392-71.3% |