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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 | $16,075 | $172,111-90.7% | $150,298-89.3% | $137,256-88.3% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 28.20% | 69.37%-41.2pp | 62.79%-34.6pp | 220.34%-192.1pp |
| Employer contribution / active EE | $2,581 | $4,636-44.3% | $4,154-37.9% | $4,156-37.9% |
| Participant deferral / active EE | $4,400 | $6,166-28.6% | $5,453-19.3% | $6,407-31.3% |
| Admin fee / account holder | $2,591 | $16,471-84.3% | $14,116-81.6% | $12,270-78.9% |