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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 | $25,500 | $115,814-78.0% | $101,275-74.8% | $158,982-84.0% |
| Participation rate | 65.2% | 79.4%-14.2pp | 75.8%-10.6pp | 82.0%-16.7pp |
| Annual return | 14.49% | 56.16%-41.7pp | 46.48%-32.0pp | 302.99%-288.5pp |
| Employer contribution / active EE | $1,572 | $4,176-62.3% | $3,660-57.0% | $4,763-67.0% |
| Participant deferral / active EE | $2,757 | $4,958-44.4% | $4,371-36.9% | $5,983-53.9% |
| Admin fee / account holder | $3,485 | $7,249-51.9% | $5,948-41.4% | $11,252-69.0% |