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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 | $15,794 | $111,785-85.9% | $93,669-83.1% | $145,877-89.2% |
| Participation rate | 69.2% | 74.2%-5.0pp | 68.7%+0.5pp | 80.3%-11.1pp |
| Annual return | 15.37% | 203.79%-188.4pp | 133.59%-118.2pp | 551.28%-535.9pp |
| Employer contribution / active EE | $758 | $3,096-75.5% | $2,424-68.7% | $4,663-83.7% |
| Participant deferral / active EE | $4,566 | $4,919-7.2% | $4,416+3.4% | $6,691-31.8% |
| Admin fee / account holder | $1,036 | $10,256-89.9% | $8,291-87.5% | $13,402-92.3% |