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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 | $25,658 | $98,776-74.0% | $149,745-82.9% | $79,856-67.9% |
| Participation rate | 59.6% | 75.8%-16.2pp | 82.5%-22.9pp | 69.6%-10.1pp |
| Annual return | 21.87% | 27.38%-5.5pp | 276.72%-254.9pp | 31.71%-9.8pp |
| Employer contribution / active EE | $2,640 | $3,217-17.9% | $4,646-43.2% | $2,471+6.8% |
| Participant deferral / active EE | $4,971 | $5,681-12.5% | $6,843-27.4% | $3,741+32.9% |
| Admin fee / account holder | $7,621 | $6,053+25.9% | $9,312-18.2% | $5,306+43.6% |