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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 | $27,959 | $100,203-72.1% | $85,240-67.2% | $145,897-80.8% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.9pp | 80.3%-13.6pp |
| Annual return | 11.77% | 84.28%-72.5pp | 66.75%-55.0pp | 552.29%-540.5pp |
| Employer contribution / active EE | $1,452 | $3,242-55.2% | $2,735-46.9% | $4,663-68.9% |
| Participant deferral / active EE | $2,096 | $5,299-60.4% | $4,527-53.7% | $6,689-68.7% |
| Admin fee / account holder | $6,415 | $7,265-11.7% | $6,165+4.1% | $13,390-52.1% |