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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 | $24,297 | $154,209-84.2% | $130,062-81.3% | $139,487-82.6% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.5%-11.8pp | 80.3%-13.7pp |
| Annual return | 26.08% | 32.52%-6.4pp | -137.37%+163.5pp | 373.84%-347.8pp |
| Employer contribution / active EE | $3,068 | $5,292-42.0% | $4,322-29.0% | $4,755-35.5% |
| Participant deferral / active EE | $5,728 | $6,709-14.6% | $5,821-1.6% | $6,713-14.7% |
| Admin fee / account holder | $5,493 | $13,988-60.7% | $10,601-48.2% | $11,407-51.8% |