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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 | $26,382 | $109,967-76.0% | $97,197-72.9% | $145,877-81.9% |
| Participation rate | 63.6% | 76.0%-12.3pp | 72.7%-9.1pp | 80.3%-16.7pp |
| Annual return | 14.37% | 244.27%-229.9pp | 75.47%-61.1pp | 551.28%-536.9pp |
| Employer contribution / active EE | $3,434 | $3,077+11.6% | $2,723+26.1% | $4,663-26.4% |
| Participant deferral / active EE | $6,128 | $4,676+31.1% | $4,263+43.7% | $6,691-8.4% |
| Admin fee / account holder | $4,795 | $6,199-22.7% | $5,637-14.9% | $13,402-64.2% |