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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 | $23,458 | $103,000-77.2% | $90,300-74.0% | $152,885-84.7% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.5%-15.8pp |
| Annual return | 25.01% | 95.19%-70.2pp | 78.11%-53.1pp | 345.39%-320.4pp |
| Employer contribution / active EE | $1,561 | $3,138-50.3% | $2,854-45.3% | $4,763-67.2% |
| Participant deferral / active EE | $4,380 | $4,281+2.3% | $3,884+12.8% | $5,851-25.1% |
| Admin fee / account holder | $347 | $6,173-94.4% | $5,353-93.5% | $11,598-97.0% |