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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 | $30,769 | $100,139-69.3% | $85,187-63.9% | $145,884-78.9% |
| Participation rate | 62.5% | 74.1%-11.6pp | 67.5%-5.0pp | 80.3%-17.8pp |
| Annual return | 24.86% | 84.15%-59.3pp | 66.67%-41.8pp | 551.85%-527.0pp |
| Employer contribution / active EE | $2,270 | $3,238-29.9% | $2,732-16.9% | $4,662-51.3% |
| Participant deferral / active EE | $5,152 | $5,296-2.7% | $4,525+13.9% | $6,690-23.0% |
| Admin fee / account holder | $5,705 | $7,262-21.4% | $6,162-7.4% | $13,392-57.4% |