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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 | $29,146 | $166,089-82.5% | $164,928-82.3% | $145,978-80.0% |
| Participation rate | 55.0% | 82.0%-27.0pp | 78.6%-23.6pp | 80.3%-25.3pp |
| Annual return | 27.65% | 100.26%-72.6pp | 70.08%-42.4pp | 550.52%-522.9pp |
| Employer contribution / active EE | $1,472 | $5,276-72.1% | $4,343-66.1% | $4,662-68.4% |
| Participant deferral / active EE | $4,376 | $6,961-37.1% | $6,034-27.5% | $6,690-34.6% |
| Admin fee / account holder | $4,722 | $16,641-71.6% | $12,684-62.8% | $13,400-64.8% |