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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 | $27,852 | $108,942-74.4% | $100,415-72.3% | $145,897-80.9% |
| Participation rate | 58.3% | 83.0%-24.6pp | 81.5%-23.2pp | 80.3%-22.0pp |
| Annual return | 52.89% | 58.27%-5.4pp | 49.47%+3.4pp | 552.29%-499.4pp |
| Employer contribution / active EE | $2,555 | $4,422-42.2% | $3,943-35.2% | $4,663-45.2% |
| Participant deferral / active EE | $4,317 | $8,461-49.0% | $8,091-46.6% | $6,689-35.5% |
| Admin fee / account holder | $1,723 | $9,702-82.2% | $7,906-78.2% | $13,390-87.1% |