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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 | $21,711 | $111,785-80.6% | $93,669-76.8% | $145,877-85.1% |
| Participation rate | 68.2% | 74.2%-6.0pp | 68.7%-0.5pp | 80.3%-12.1pp |
| Annual return | 20.27% | 203.79%-183.5pp | 133.59%-113.3pp | 551.28%-531.0pp |
| Employer contribution / active EE | $1,697 | $3,096-45.2% | $2,424-30.0% | $4,663-63.6% |
| Participant deferral / active EE | $4,465 | $4,919-9.2% | $4,416+1.1% | $6,691-33.3% |
| Admin fee / account holder | $1,112 | $10,256-89.2% | $8,291-86.6% | $13,402-91.7% |