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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 | $12,457 | $110,551-88.7% | $80,741-84.6% | $167,536-92.6% |
| Participation rate | 64.7% | 64.0%+0.7pp | 54.2%+10.5pp | 82.1%-17.4pp |
| Annual return | 15.90% | 120.57%-104.7pp | 87.30%-71.4pp | 478.82%-462.9pp |
| Employer contribution / active EE | $939 | $1,543-39.1% | $1,160-19.0% | $4,839-80.6% |
| Participant deferral / active EE | $3,134 | $2,870+9.2% | $2,145+46.1% | $6,342-50.6% |
| Admin fee / account holder | $951 | $4,547-79.1% | $3,380-71.9% | $12,315-92.3% |