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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 | $25,353 | $105,145-75.9% | $94,664-73.2% | $139,466-81.8% |
| Participation rate | 61.9% | 82.4%-20.5pp | 80.8%-18.9pp | 80.3%-18.4pp |
| Annual return | 22.55% | 38.09%-15.5pp | 156.84%-134.3pp | 373.66%-351.1pp |
| Employer contribution / active EE | $2,815 | $4,107-31.5% | $3,673-23.4% | $4,754-40.8% |
| Participant deferral / active EE | $6,852 | $7,599-9.8% | $7,417-7.6% | $6,712+2.1% |
| Admin fee / account holder | $3,340 | $8,972-62.8% | $7,222-53.7% | $11,409-70.7% |