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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 | $15,422 | $111,785-86.2% | $93,669-83.5% | $145,877-89.4% |
| Participation rate | 66.7% | 74.2%-7.6pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 13.47% | 203.79%-190.3pp | 133.59%-120.1pp | 551.28%-537.8pp |
| Employer contribution / active EE | $1,170 | $3,096-62.2% | $2,424-51.7% | $4,663-74.9% |
| Participant deferral / active EE | $3,632 | $4,919-26.2% | $4,416-17.7% | $6,691-45.7% |
| Admin fee / account holder | $908 | $10,256-91.1% | $8,291-89.0% | $13,402-93.2% |