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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 | $23,436 | $100,073-76.6% | $85,126-72.5% | $145,877-83.9% |
| Participation rate | 26.7% | 74.1%-47.4pp | 67.5%-40.9pp | 80.3%-53.6pp |
| Annual return | 42.64% | 84.11%-41.5pp | 66.63%-24.0pp | 551.28%-508.6pp |
| Employer contribution / active EE | $1,294 | $3,236-60.0% | $2,731-52.6% | $4,663-72.3% |
| Participant deferral / active EE | $1,567 | $5,294-70.4% | $4,523-65.4% | $6,691-76.6% |
| Admin fee / account holder | $2,672 | $7,261-63.2% | $6,160-56.6% | $13,402-80.1% |