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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 | $16,196 | $111,878-85.5% | $93,727-82.7% | $145,897-88.9% |
| Participation rate | 66.7% | 74.2%-7.5pp | 68.7%-2.0pp | 80.3%-13.6pp |
| Annual return | 12.43% | 204.28%-191.8pp | 133.83%-121.4pp | 552.29%-539.9pp |
| Employer contribution / active EE | $2,020 | $3,092-34.7% | $2,421-16.6% | $4,663-56.7% |
| Participant deferral / active EE | $2,907 | $4,920-40.9% | $4,417-34.2% | $6,689-56.5% |
| Admin fee / account holder | $392 | $10,256-96.2% | $8,292-95.3% | $13,390-97.1% |