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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 | $14,660 | $52,353-72.0% | $120,225-87.8% | $82,448-82.2% |
| Participation rate | 55.1% | 58.3%-3.2pp | 69.6%-14.5pp | 68.1%-13.0pp |
| Annual return | 15.83% | 61.85%-46.0pp | 439.23%-423.4pp | 41.64%-25.8pp |
| Employer contribution / active EE | $1,424 | $1,510-5.7% | $3,475-59.0% | $2,551-44.2% |
| Participant deferral / active EE | $1,927 | $2,627-26.6% | $3,999-51.8% | $4,139-53.4% |
| Admin fee / account holder | $688 | $4,363-84.2% | $5,696-87.9% | $7,234-90.5% |