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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 | $26,553 | $115,814-77.1% | $101,275-73.8% | $158,982-83.3% |
| Participation rate | 63.2% | 79.4%-16.2pp | 75.8%-12.7pp | 82.0%-18.8pp |
| Annual return | 17.90% | 56.16%-38.3pp | 46.48%-28.6pp | 302.99%-285.1pp |
| Employer contribution / active EE | $2,301 | $4,176-44.9% | $3,660-37.1% | $4,763-51.7% |
| Participant deferral / active EE | $6,356 | $4,958+28.2% | $4,371+45.4% | $5,983+6.2% |
| Admin fee / account holder | $8,641 | $7,249+19.2% | $5,948+45.3% | $11,252-23.2% |