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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 | $20,456 | $72,071-71.6% | $68,368-70.1% | $137,256-85.1% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 13.74% | 353.14%-339.4pp | 292.57%-278.8pp | 220.34%-206.6pp |
| Employer contribution / active EE | $1,856 | $2,788-33.4% | $2,649-29.9% | $4,156-55.3% |
| Participant deferral / active EE | $3,170 | $4,410-28.1% | $4,123-23.1% | $6,407-50.5% |
| Admin fee / account holder | $1,473 | $5,336-72.4% | $5,150-71.4% | $12,270-88.0% |