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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 | $24,795 | $70,366-64.8% | $66,674-62.8% | $138,895-82.1% |
| Participation rate | 68.2% | 76.2%-8.0pp | 73.7%-5.5pp | 79.9%-11.7pp |
| Annual return | 29.89% | 386.41%-356.5pp | 321.24%-291.4pp | 145.39%-115.5pp |
| Employer contribution / active EE | $2,561 | $2,765-7.4% | $2,620-2.3% | $4,194-38.9% |
| Participant deferral / active EE | $6,219 | $4,374+42.2% | $4,084+52.3% | $6,396-2.8% |
| Admin fee / account holder | $671 | $5,262-87.2% | $5,098-86.8% | $12,562-94.7% |