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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 | $26,447 | $166,242-84.1% | $165,071-84.0% | $145,884-81.9% |
| Participation rate | 61.1% | 82.0%-20.9pp | 78.6%-17.5pp | 80.3%-19.2pp |
| Annual return | 16.20% | 100.44%-84.2pp | 70.17%-54.0pp | 551.85%-535.7pp |
| Employer contribution / active EE | $2,013 | $5,283-61.9% | $4,347-53.7% | $4,662-56.8% |
| Participant deferral / active EE | $6,158 | $6,964-11.6% | $6,035+2.0% | $6,690-8.0% |
| Admin fee / account holder | $1,778 | $16,658-89.3% | $12,695-86.0% | $13,392-86.7% |