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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 | $24,364 | $90,530-73.1% | $76,030-68.0% | $145,897-83.3% |
| Participation rate | 66.7% | 74.4%-7.8pp | 69.1%-2.4pp | 80.3%-13.6pp |
| Annual return | 13.37% | 625.08%-611.7pp | 361.54%-348.2pp | 552.29%-538.9pp |
| Employer contribution / active EE | $959 | $3,319-71.1% | $2,688-64.3% | $4,663-79.4% |
| Participant deferral / active EE | $2,474 | $5,164-52.1% | $4,257-41.9% | $6,689-63.0% |
| Admin fee / account holder | $1,952 | $8,383-76.7% | $6,421-69.6% | $13,390-85.4% |