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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 | $20,964 | $108,942-80.8% | $100,415-79.1% | $145,897-85.6% |
| Participation rate | 66.7% | 83.0%-16.3pp | 81.5%-14.9pp | 80.3%-13.6pp |
| Annual return | 12.25% | 58.27%-46.0pp | 49.47%-37.2pp | 552.29%-540.0pp |
| Employer contribution / active EE | $2,644 | $4,422-40.2% | $3,943-32.9% | $4,663-43.3% |
| Participant deferral / active EE | $2,993 | $8,461-64.6% | $8,091-63.0% | $6,689-55.3% |
| Admin fee / account holder | $908 | $9,702-90.6% | $7,906-88.5% | $13,390-93.2% |