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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 | $18,606 | $148,629-87.5% | $135,982-86.3% | $139,487-86.7% |
| Participation rate | 45.0% | 83.9%-38.9pp | 81.9%-36.9pp | 80.3%-35.3pp |
| Annual return | 28.84% | 79.33%-50.5pp | 68.32%-39.5pp | 373.84%-345.0pp |
| Employer contribution / active EE | $2,399 | $5,247-54.3% | $4,859-50.6% | $4,755-49.6% |
| Participant deferral / active EE | $5,904 | $8,102-27.1% | $7,760-23.9% | $6,713-12.0% |
| Admin fee / account holder | $10,278 | $12,406-17.2% | $10,767-4.5% | $11,407-9.9% |