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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 | $26,007 | $85,766-69.7% | $136,297-80.9% | $70,124-62.9% |
| Participation rate | 69.6% | 74.2%-4.5pp | 81.9%-12.3pp | 69.5%+0.1pp |
| Annual return | 21.44% | 31.45%-10.0pp | 5156.19%-5134.8pp | 73.14%-51.7pp |
| Employer contribution / active EE | $2,158 | $2,966-27.3% | $4,696-54.1% | $2,342-7.9% |
| Participant deferral / active EE | $3,863 | $5,051-23.5% | $6,247-38.2% | $3,332+15.9% |
| Admin fee / account holder | $1,859 | $5,420-65.7% | $9,244-79.9% | $4,645-60.0% |