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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 | $23,377 | $100,073-76.6% | $85,126-72.5% | $145,877-84.0% |
| Participation rate | 57.9% | 74.1%-16.2pp | 67.5%-9.6pp | 80.3%-22.4pp |
| Annual return | 14.98% | 84.11%-69.1pp | 66.63%-51.6pp | 551.28%-536.3pp |
| Employer contribution / active EE | $981 | $3,236-69.7% | $2,731-64.1% | $4,663-79.0% |
| Participant deferral / active EE | $3,303 | $5,294-37.6% | $4,523-27.0% | $6,691-50.6% |
| Admin fee / account holder | $2,671 | $7,261-63.2% | $6,160-56.6% | $13,402-80.1% |