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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 | $70,366-62.2% | $66,674-60.1% | $138,895-80.9% |
| Participation rate | 63.6% | 76.2%-12.5pp | 73.7%-10.0pp | 79.9%-16.3pp |
| Annual return | 17.96% | 386.41%-368.4pp | 321.24%-303.3pp | 145.39%-127.4pp |
| Employer contribution / active EE | $1,178 | $2,765-57.4% | $2,620-55.0% | $4,194-71.9% |
| Participant deferral / active EE | $2,437 | $4,374-44.3% | $4,084-40.3% | $6,396-61.9% |
| Admin fee / account holder | $1,254 | $5,262-76.2% | $5,098-75.4% | $12,562-90.0% |