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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 | $125,184-83.3% | $105,607-80.2% | $145,884-85.7% |
| Participation rate | 58.3% | 77.6%-19.3pp | 75.3%-16.9pp | 80.3%-22.0pp |
| Annual return | 11.34% | 225.00%-213.7pp | 116.11%-104.8pp | 551.85%-540.5pp |
| Employer contribution / active EE | $1,129 | $3,720-69.7% | $3,167-64.4% | $4,662-75.8% |
| Participant deferral / active EE | $2,149 | $5,714-62.4% | $5,011-57.1% | $6,690-67.9% |
| Admin fee / account holder | $5,380 | $17,133-68.6% | $10,958-50.9% | $13,392-59.8% |