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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 | $26,622 | $111,830-76.2% | $93,696-71.6% | $145,884-81.8% |
| Participation rate | 66.7% | 74.2%-7.6pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 12.89% | 204.08%-191.2pp | 133.74%-120.9pp | 551.85%-539.0pp |
| Employer contribution / active EE | $1,013 | $3,093-67.2% | $2,422-58.2% | $4,662-78.3% |
| Participant deferral / active EE | $4,104 | $4,920-16.6% | $4,417-7.1% | $6,690-38.7% |
| Admin fee / account holder | $1,306 | $10,249-87.3% | $8,287-84.2% | $13,392-90.2% |