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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 | $108,912-75.4% | $100,383-73.3% | $145,959-81.6% |
| Participation rate | 68.2% | 83.0%-14.8pp | 81.5%-13.3pp | 80.3%-12.1pp |
| Annual return | 13.64% | 57.96%-44.3pp | 49.26%-35.6pp | 561.95%-548.3pp |
| Employer contribution / active EE | $2,967 | $4,423-32.9% | $3,944-24.8% | $4,661-36.3% |
| Participant deferral / active EE | $4,946 | $8,451-41.5% | $8,086-38.8% | $6,689-26.1% |
| Admin fee / account holder | $822 | $9,690-91.5% | $7,900-89.6% | $13,398-93.9% |