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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 | $26,835 | $157,304-82.9% | $141,197-81.0% | $152,909-82.5% |
| Participation rate | 55.6% | 84.8%-29.3pp | 82.5%-26.9pp | 82.5%-26.9pp |
| Annual return | 26.16% | 64.34%-38.2pp | 71.41%-45.2pp | 345.46%-319.3pp |
| Employer contribution / active EE | $1,929 | $5,263-63.3% | $4,736-59.3% | $4,764-59.5% |
| Participant deferral / active EE | $4,500 | $7,111-36.7% | $6,710-32.9% | $5,851-23.1% |
| Admin fee / account holder | $852 | $12,126-93.0% | $10,265-91.7% | $11,601-92.7% |