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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 | $24,563 | $117,846-79.2% | $102,434-76.0% | $145,884-83.2% |
| Participation rate | 55.6% | 78.6%-23.1pp | 76.5%-21.0pp | 80.3%-24.7pp |
| Annual return | 19.79% | 31.90%-12.1pp | 29.46%-9.7pp | 551.85%-532.1pp |
| Employer contribution / active EE | $1,828 | $3,615-49.4% | $3,023-39.5% | $4,662-60.8% |
| Participant deferral / active EE | $2,746 | $5,733-52.1% | $5,055-45.7% | $6,690-59.0% |
| Admin fee / account holder | $1,807 | $13,356-86.5% | $9,462-80.9% | $13,392-86.5% |