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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 | $27,318 | $112,131-75.6% | $95,964-71.5% | $158,982-82.8% |
| Participation rate | 37.5% | 79.0%-41.5pp | 77.1%-39.6pp | 82.0%-44.5pp |
| Annual return | 18.46% | 171.19%-152.7pp | 91.64%-73.2pp | 302.99%-284.5pp |
| Employer contribution / active EE | $1,297 | $3,199-59.5% | $2,541-49.0% | $4,763-72.8% |
| Participant deferral / active EE | $2,775 | $4,784-42.0% | $4,167-33.4% | $5,983-53.6% |
| Admin fee / account holder | $2,483 | $10,136-75.5% | $6,797-63.5% | $11,252-77.9% |