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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 | $22,145 | $134,817-83.6% | $123,973-82.1% | $155,188-85.7% |
| Participation rate | 68.2% | 79.4%-11.2pp | 76.7%-8.5pp | 80.8%-12.6pp |
| Annual return | 27.51% | 515.49%-488.0pp | 388.13%-360.6pp | 148.84%-121.3pp |
| Employer contribution / active EE | $1,515 | $4,425-65.8% | $4,126-63.3% | $4,248-64.3% |
| Participant deferral / active EE | $6,348 | $5,706+11.3% | $5,247+21.0% | $6,531-2.8% |
| Admin fee / account holder | $1,046 | $13,245-92.1% | $11,799-91.1% | $14,480-92.8% |