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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 | $21,934 | $132,634-83.5% | $115,768-81.1% | $137,256-84.0% |
| Participation rate | 42.9% | 77.9%-35.0pp | 74.4%-31.5pp | 80.0%-37.1pp |
| Annual return | 20.63% | 160.70%-140.1pp | 100.46%-79.8pp | 220.34%-199.7pp |
| Employer contribution / active EE | $1,707 | $3,360-49.2% | $2,940-41.9% | $4,156-58.9% |
| Participant deferral / active EE | $2,511 | $5,619-55.3% | $4,917-48.9% | $6,407-60.8% |
| Admin fee / account holder | $3,030 | $15,028-79.8% | $12,439-75.6% | $12,270-75.3% |