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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 | $23,482 | $102,595-77.1% | $94,057-75.0% | $154,746-84.8% |
| Participation rate | 62.5% | 76.0%-13.5pp | 73.3%-10.8pp | 80.7%-18.2pp |
| Annual return | 21.17% | 583.42%-562.2pp | 480.62%-459.5pp | 172.34%-151.2pp |
| Employer contribution / active EE | $1,878 | $3,147-40.3% | $2,933-36.0% | $4,379-57.1% |
| Participant deferral / active EE | $2,766 | $5,118-46.0% | $4,709-41.3% | $6,730-58.9% |
| Admin fee / account holder | $303 | $7,736-96.1% | $7,244-95.8% | $14,365-97.9% |