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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 | $27,561 | $99,652-72.3% | $78,778-65.0% | $147,586-81.3% |
| Participation rate | 62.5% | 76.2%-13.7pp | 69.2%-6.7pp | 82.8%-20.3pp |
| Annual return | 17.94% | 47.28%-29.3pp | 35.62%-17.7pp | 578.59%-560.7pp |
| Employer contribution / active EE | $2,691 | $2,796-3.8% | $1,986+35.5% | $4,876-44.8% |
| Participant deferral / active EE | $5,332 | $3,664+45.5% | $2,958+80.2% | $5,439-2.0% |
| Admin fee / account holder | $630 | $7,155-91.2% | $5,134-87.7% | $10,886-94.2% |