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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 | $27,407 | $156,398-82.5% | $147,318-81.4% | $138,895-80.3% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 26.83% | 78.75%-51.9pp | 70.43%-43.6pp | 145.39%-118.6pp |
| Employer contribution / active EE | $1,728 | $4,853-64.4% | $4,593-62.4% | $4,194-58.8% |
| Participant deferral / active EE | $4,134 | $8,237-49.8% | $7,906-47.7% | $6,396-35.4% |
| Admin fee / account holder | $1,690 | $14,976-88.7% | $13,708-87.7% | $12,562-86.5% |