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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 | $102,429-72.5% | $147,096-80.8% | $80,925-65.1% |
| Participation rate | 68.2% | 75.9%-7.7pp | 82.2%-14.0pp | 67.7%+0.5pp |
| Annual return | 27.47% | 135.02%-107.6pp | 419.75%-392.3pp | 35.65%-8.2pp |
| Employer contribution / active EE | $1,975 | $3,716-46.8% | $4,936-60.0% | $2,756-28.3% |
| Participant deferral / active EE | $4,133 | $6,649-37.8% | $8,071-48.8% | $4,299-3.9% |
| Admin fee / account holder | $2,251 | $7,957-71.7% | $13,005-82.7% | $6,940-67.6% |