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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 | $25,943 | $90,530-71.3% | $76,030-65.9% | $145,897-82.2% |
| Participation rate | 44.4% | 74.4%-30.0pp | 69.1%-24.6pp | 80.3%-35.9pp |
| Annual return | 18.93% | 625.08%-606.2pp | 361.54%-342.6pp | 552.29%-533.4pp |
| Employer contribution / active EE | $1,947 | $3,319-41.3% | $2,688-27.6% | $4,663-58.2% |
| Participant deferral / active EE | $2,826 | $5,164-45.3% | $4,257-33.6% | $6,689-57.8% |
| Admin fee / account holder | $2,650 | $8,383-68.4% | $6,421-58.7% | $13,390-80.2% |