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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 | $52,758 | $110,093-52.1% | $97,295-45.8% | $145,897-63.8% |
| Participation rate | 66.7% | 75.9%-9.2pp | 72.7%-6.0pp | 80.3%-13.6pp |
| Annual return | 10.58% | 244.76%-234.2pp | 75.62%-65.0pp | 552.29%-541.7pp |
| Employer contribution / active EE | $964 | $3,077-68.7% | $2,723-64.6% | $4,663-79.3% |
| Participant deferral / active EE | $4,089 | $4,678-12.6% | $4,264-4.1% | $6,689-38.9% |
| Admin fee / account holder | $508 | $6,212-91.8% | $5,646-91.0% | $13,390-96.2% |