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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 | $28,979 | $68,097-57.4% | $62,929-53.9% | $137,256-78.9% |
| Participation rate | 68.4% | 77.4%-9.0pp | 73.1%-4.7pp | 80.0%-11.5pp |
| Annual return | 16.95% | 1859.11%-1842.2pp | 1063.93%-1047.0pp | 220.34%-203.4pp |
| Employer contribution / active EE | $821 | $2,811-70.8% | $2,505-67.2% | $4,156-80.2% |
| Participant deferral / active EE | $2,992 | $4,553-34.3% | $3,888-23.1% | $6,407-53.3% |
| Admin fee / account holder | $577 | $6,521-91.2% | $5,065-88.6% | $12,270-95.3% |