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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 | $28,794 | $99,652-71.1% | $78,778-63.4% | $147,586-80.5% |
| Participation rate | 61.5% | 76.2%-14.7pp | 69.2%-7.7pp | 82.8%-21.3pp |
| Annual return | 22.54% | 47.28%-24.7pp | 35.62%-13.1pp | 578.59%-556.1pp |
| Employer contribution / active EE | $2,501 | $2,796-10.6% | $1,986+25.9% | $4,876-48.7% |
| Participant deferral / active EE | $5,188 | $3,664+41.6% | $2,958+75.4% | $5,439-4.6% |
| Admin fee / account holder | $1,510 | $7,155-78.9% | $5,134-70.6% | $10,886-86.1% |