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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 | $26,815 | $108,942-75.4% | $100,415-73.3% | $145,897-81.6% |
| Participation rate | 68.2% | 83.0%-14.8pp | 81.5%-13.3pp | 80.3%-12.1pp |
| Annual return | 13.64% | 58.27%-44.6pp | 49.47%-35.8pp | 552.29%-538.7pp |
| Employer contribution / active EE | $2,967 | $4,422-32.9% | $3,943-24.8% | $4,663-36.4% |
| Participant deferral / active EE | $4,946 | $8,461-41.5% | $8,091-38.9% | $6,689-26.1% |
| Admin fee / account holder | $822 | $9,702-91.5% | $7,906-89.6% | $13,390-93.9% |