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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 | $16,734 | $90,691-81.5% | $76,119-78.0% | $145,884-88.5% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.1%-2.4pp | 80.3%-13.6pp |
| Annual return | 13.15% | 624.52%-611.4pp | 361.25%-348.1pp | 551.85%-538.7pp |
| Employer contribution / active EE | $2,478 | $3,329-25.6% | $2,693-8.0% | $4,662-46.8% |
| Participant deferral / active EE | $3,600 | $5,167-30.3% | $4,259-15.5% | $6,690-46.2% |
| Admin fee / account holder | $2,703 | $8,383-67.8% | $6,421-57.9% | $13,392-79.8% |