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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 | $166,242-82.5% | $165,071-82.3% | $145,884-80.0% |
| Participation rate | 55.0% | 82.0%-27.0pp | 78.6%-23.6pp | 80.3%-25.3pp |
| Annual return | 27.65% | 100.44%-72.8pp | 70.17%-42.5pp | 551.85%-524.2pp |
| Employer contribution / active EE | $1,472 | $5,283-72.1% | $4,347-66.1% | $4,662-68.4% |
| Participant deferral / active EE | $4,376 | $6,964-37.2% | $6,035-27.5% | $6,690-34.6% |
| Admin fee / account holder | $4,722 | $16,658-71.7% | $12,695-62.8% | $13,392-64.7% |