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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 | $28,090 | $176,402-84.1% | $134,162-79.1% | $158,982-82.3% |
| Participation rate | 63.2% | 78.7%-15.6pp | 72.2%-9.0pp | 82.0%-18.8pp |
| Annual return | 17.20% | 63.66%-46.5pp | 36.35%-19.1pp | 302.99%-285.8pp |
| Employer contribution / active EE | $980 | $5,042-80.6% | $3,705-73.6% | $4,763-79.4% |
| Participant deferral / active EE | $1,535 | $4,093-62.5% | $3,500-56.1% | $5,983-74.3% |
| Admin fee / account holder | $3,980 | $8,719-54.4% | $6,685-40.5% | $11,252-64.6% |