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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 | $20,911 | $125,237-83.3% | $105,608-80.2% | $145,877-85.7% |
| Participation rate | 58.3% | 77.7%-19.3pp | 75.3%-17.0pp | 80.3%-22.0pp |
| Annual return | 11.34% | 225.76%-214.4pp | 116.50%-105.2pp | 551.28%-539.9pp |
| Employer contribution / active EE | $1,129 | $3,720-69.7% | $3,167-64.4% | $4,663-75.8% |
| Participant deferral / active EE | $2,149 | $5,711-62.4% | $5,010-57.1% | $6,691-67.9% |
| Admin fee / account holder | $5,380 | $17,287-68.9% | $11,028-51.2% | $13,402-59.9% |