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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 | $108,897-80.7% | $100,378-79.1% | $145,877-85.6% |
| Participation rate | 66.7% | 83.0%-16.3pp | 81.5%-14.8pp | 80.3%-13.6pp |
| Annual return | 12.25% | 58.17%-45.9pp | 49.41%-37.2pp | 551.28%-539.0pp |
| Employer contribution / active EE | $2,644 | $4,420-40.2% | $3,942-32.9% | $4,663-43.3% |
| Participant deferral / active EE | $2,993 | $8,455-64.6% | $8,087-63.0% | $6,691-55.3% |
| Admin fee / account holder | $908 | $9,690-90.6% | $7,899-88.5% | $13,402-93.2% |