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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 | $27,367 | $183,592-85.1% | $155,574-82.4% | $145,877-81.2% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 11.82% | 61.37%-49.6pp | 64.87%-53.1pp | 551.28%-539.5pp |
| Employer contribution / active EE | $1,290 | $5,317-75.7% | $4,676-72.4% | $4,663-72.3% |
| Participant deferral / active EE | $2,596 | $6,466-59.9% | $5,629-53.9% | $6,691-61.2% |
| Admin fee / account holder | $6,440 | $19,316-66.7% | $15,914-59.5% | $13,402-51.9% |