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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 | $28,323 | $169,356-83.3% | $129,406-78.1% | $145,897-80.6% |
| Participation rate | 61.5% | 76.5%-15.0pp | 69.6%-8.1pp | 80.3%-18.8pp |
| Annual return | 12.94% | 14418.62%-14405.7pp | 9468.18%-9455.2pp | 552.29%-539.3pp |
| Employer contribution / active EE | $1,871 | $5,542-66.2% | $4,155-55.0% | $4,663-59.9% |
| Participant deferral / active EE | $2,471 | $4,987-50.5% | $4,167-40.7% | $6,689-63.1% |
| Admin fee / account holder | $2,327 | $9,915-76.5% | $7,689-69.7% | $13,390-82.6% |