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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 | $25,883 | $72,071-64.1% | $68,368-62.1% | $137,256-81.1% |
| Participation rate | 61.1% | 76.2%-15.1pp | 73.8%-12.6pp | 80.0%-18.8pp |
| Annual return | 25.30% | 353.14%-327.8pp | 292.57%-267.3pp | 220.34%-195.0pp |
| Employer contribution / active EE | $1,608 | $2,788-42.3% | $2,649-39.3% | $4,156-61.3% |
| Participant deferral / active EE | $4,654 | $4,410+5.5% | $4,123+12.9% | $6,407-27.4% |
| Admin fee / account holder | $498 | $5,336-90.7% | $5,150-90.3% | $12,270-95.9% |