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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 | $26,796 | $102,385-73.8% | $147,080-81.8% | $80,935-66.9% |
| Participation rate | 62.1% | 75.9%-13.8pp | 82.2%-20.1pp | 67.7%-5.6pp |
| Annual return | 18.35% | 135.09%-116.7pp | 420.17%-401.8pp | 35.66%-17.3pp |
| Employer contribution / active EE | $2,425 | $3,717-34.8% | $4,933-50.8% | $2,757-12.0% |
| Participant deferral / active EE | $5,333 | $6,651-19.8% | $8,066-33.9% | $4,299+24.0% |
| Admin fee / account holder | $1,802 | $7,951-77.3% | $12,989-86.1% | $6,924-74.0% |