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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 | $26,280 | $96,388-72.7% | $80,627-67.4% | $139,466-81.2% |
| Participation rate | 60.0% | 73.6%-13.6pp | 67.0%-7.0pp | 80.3%-20.3pp |
| Annual return | 15.88% | 1352.08%-1336.2pp | 936.76%-920.9pp | 373.66%-357.8pp |
| Employer contribution / active EE | $2,146 | $3,260-34.2% | $2,723-21.2% | $4,754-54.9% |
| Participant deferral / active EE | $4,397 | $5,224-15.8% | $4,443-1.0% | $6,712-34.5% |
| Admin fee / account holder | $4,577 | $6,603-30.7% | $5,381-14.9% | $11,409-59.9% |