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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 | $26,583 | $72,071-63.1% | $68,368-61.1% | $137,256-80.6% |
| Participation rate | 63.6% | 76.2%-12.6pp | 73.8%-10.1pp | 80.0%-16.3pp |
| Annual return | 17.96% | 353.14%-335.2pp | 292.57%-274.6pp | 220.34%-202.4pp |
| Employer contribution / active EE | $1,178 | $2,788-57.8% | $2,649-55.5% | $4,156-71.7% |
| Participant deferral / active EE | $2,437 | $4,410-44.7% | $4,123-40.9% | $6,407-62.0% |
| Admin fee / account holder | $1,254 | $5,336-76.5% | $5,150-75.6% | $12,270-89.8% |