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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 | $111,878-86.2% | $93,727-83.5% | $145,897-89.4% |
| Participation rate | 66.7% | 74.2%-7.5pp | 68.7%-2.0pp | 80.3%-13.6pp |
| Annual return | 13.47% | 204.28%-190.8pp | 133.83%-120.4pp | 552.29%-538.8pp |
| Employer contribution / active EE | $1,170 | $3,092-62.2% | $2,421-51.7% | $4,663-74.9% |
| Participant deferral / active EE | $3,632 | $4,920-26.2% | $4,417-17.8% | $6,689-45.7% |
| Admin fee / account holder | $908 | $10,256-91.1% | $8,292-89.0% | $13,390-93.2% |