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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 | $28,658 | $70,121-59.1% | $63,803-55.1% | $138,895-79.4% |
| Participation rate | 68.2% | 77.2%-9.0pp | 72.7%-4.5pp | 79.9%-11.7pp |
| Annual return | 26.97% | 946.48%-919.5pp | 543.72%-516.8pp | 145.39%-118.4pp |
| Employer contribution / active EE | $847 | $2,882-70.6% | $2,532-66.6% | $4,194-79.8% |
| Participant deferral / active EE | $3,604 | $4,535-20.5% | $3,843-6.2% | $6,396-43.6% |
| Admin fee / account holder | $645 | $6,738-90.4% | $5,196-87.6% | $12,562-94.9% |