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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 | $25,407 | $208,088-87.8% | $186,193-86.4% | $154,746-83.6% |
| Participation rate | 57.9% | 80.0%-22.1pp | 77.1%-19.2pp | 80.7%-22.8pp |
| Annual return | 14.63% | 89.97%-75.3pp | 78.03%-63.4pp | 172.34%-157.7pp |
| Employer contribution / active EE | $877 | $4,340-79.8% | $3,918-77.6% | $4,379-80.0% |
| Participant deferral / active EE | $1,369 | $7,078-80.7% | $6,513-79.0% | $6,730-79.7% |
| Admin fee / account holder | $6,413 | $11,698-45.2% | $11,058-42.0% | $14,365-55.4% |