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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 | $28,943 | $208,088-86.1% | $186,193-84.5% | $154,746-81.3% |
| Participation rate | 68.4% | 80.0%-11.6pp | 77.1%-8.7pp | 80.7%-12.3pp |
| Annual return | 20.46% | 89.97%-69.5pp | 78.03%-57.6pp | 172.34%-151.9pp |
| Employer contribution / active EE | $1,275 | $4,340-70.6% | $3,918-67.5% | $4,379-70.9% |
| Participant deferral / active EE | $2,330 | $7,078-67.1% | $6,513-64.2% | $6,730-65.4% |
| Admin fee / account holder | $514 | $11,698-95.6% | $11,058-95.3% | $14,365-96.4% |