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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 | $28,214 | $102,422-72.5% | $147,117-80.8% | $80,959-65.2% |
| Participation rate | 68.2% | 75.9%-7.7pp | 82.2%-14.0pp | 67.7%+0.5pp |
| Annual return | 27.47% | 135.16%-107.7pp | 420.54%-393.1pp | 35.67%-8.2pp |
| Employer contribution / active EE | $1,975 | $3,717-46.9% | $4,932-60.0% | $2,757-28.4% |
| Participant deferral / active EE | $4,133 | $6,652-37.9% | $8,065-48.8% | $4,300-3.9% |
| Admin fee / account holder | $2,251 | $7,953-71.7% | $12,993-82.7% | $6,925-67.5% |