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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 | $25,126 | $115,810-78.3% | $101,271-75.2% | $158,966-84.2% |
| Participation rate | 63.6% | 79.4%-15.7pp | 75.8%-12.2pp | 82.0%-18.3pp |
| Annual return | 31.95% | 56.15%-24.2pp | 46.48%-14.5pp | 302.95%-271.0pp |
| Employer contribution / active EE | $4,257 | $4,175+2.0% | $3,660+16.3% | $4,762-10.6% |
| Participant deferral / active EE | $2,284 | $4,958-53.9% | $4,371-47.7% | $5,983-61.8% |
| Admin fee / account holder | $1,837 | $7,248-74.7% | $5,948-69.1% | $11,250-83.7% |