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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 | $26,248 | $148,623-82.3% | $135,974-80.7% | $139,466-81.2% |
| Participation rate | 58.3% | 83.9%-25.5pp | 81.9%-23.6pp | 80.3%-22.0pp |
| Annual return | 24.16% | 79.30%-55.1pp | 68.30%-44.1pp | 373.66%-349.5pp |
| Employer contribution / active EE | $2,022 | $5,246-61.5% | $4,859-58.4% | $4,754-57.5% |
| Participant deferral / active EE | $3,493 | $8,103-56.9% | $7,760-55.0% | $6,712-48.0% |
| Admin fee / account holder | $622 | $12,406-95.0% | $10,767-94.2% | $11,409-94.5% |