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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 | $22,501 | $156,398-85.6% | $147,318-84.7% | $138,895-83.8% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 16.38% | 78.75%-62.4pp | 70.43%-54.1pp | 145.39%-129.0pp |
| Employer contribution / active EE | $2,136 | $4,853-56.0% | $4,593-53.5% | $4,194-49.1% |
| Participant deferral / active EE | $2,589 | $8,237-68.6% | $7,906-67.3% | $6,396-59.5% |
| Admin fee / account holder | $6,891 | $14,976-54.0% | $13,708-49.7% | $12,562-45.1% |