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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 | $25,799 | $107,353-76.0% | $92,903-72.2% | $152,885-83.1% |
| Participation rate | 57.1% | 79.8%-22.6pp | 76.0%-18.9pp | 82.5%-25.3pp |
| Annual return | 29.28% | 145.62%-116.3pp | 109.43%-80.2pp | 345.39%-316.1pp |
| Employer contribution / active EE | $2,145 | $4,222-49.2% | $3,653-41.3% | $4,763-55.0% |
| Participant deferral / active EE | $6,567 | $4,848+35.5% | $4,238+55.0% | $5,851+12.2% |
| Admin fee / account holder | $4,152 | $7,081-41.4% | $5,795-28.4% | $11,598-64.2% |