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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 | $26,727 | $102,595-73.9% | $94,057-71.6% | $154,746-82.7% |
| Participation rate | 57.1% | 76.0%-18.9pp | 73.3%-16.2pp | 80.7%-23.6pp |
| Annual return | 18.74% | 583.42%-564.7pp | 480.62%-461.9pp | 172.34%-153.6pp |
| Employer contribution / active EE | $1,723 | $3,147-45.2% | $2,933-41.3% | $4,379-60.7% |
| Participant deferral / active EE | $4,234 | $5,118-17.3% | $4,709-10.1% | $6,730-37.1% |
| Admin fee / account holder | $596 | $7,736-92.3% | $7,244-91.8% | $14,365-95.9% |