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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 | $25,536 | $228,395-88.8% | $185,861-86.3% | $158,982-83.9% |
| Participation rate | 52.4% | 82.3%-29.9pp | 78.0%-25.7pp | 82.0%-29.6pp |
| Annual return | 62.86% | 40.82%+22.0pp | 35.96%+26.9pp | 302.99%-240.1pp |
| Employer contribution / active EE | $1,500 | $4,968-69.8% | $4,088-63.3% | $4,763-68.5% |
| Participant deferral / active EE | $2,787 | $6,417-56.6% | $5,634-50.5% | $5,983-53.4% |
| Admin fee / account holder | $838 | $11,869-92.9% | $9,503-91.2% | $11,252-92.6% |