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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 | $31,468 | $105,200-70.1% | $159,474-80.3% | $85,847-63.3% |
| Participation rate | 68.1% | 75.8%-7.7pp | 82.8%-14.7pp | 69.3%-1.2pp |
| Annual return | 17.40% | 45.08%-27.7pp | 263.68%-246.3pp | 318.61%-301.2pp |
| Employer contribution / active EE | $2,320 | $3,319-30.1% | $4,831-52.0% | $2,565-9.5% |
| Participant deferral / active EE | $5,061 | $5,946-14.9% | $7,353-31.2% | $3,952+28.1% |
| Admin fee / account holder | $306 | $6,934-95.6% | $10,802-97.2% | $6,261-95.1% |