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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 | $111,830-85.9% | $93,696-83.1% | $145,884-89.2% |
| Participation rate | 69.2% | 74.2%-5.0pp | 68.7%+0.5pp | 80.3%-11.1pp |
| Annual return | 15.37% | 204.08%-188.7pp | 133.74%-118.4pp | 551.85%-536.5pp |
| Employer contribution / active EE | $758 | $3,093-75.5% | $2,422-68.7% | $4,662-83.7% |
| Participant deferral / active EE | $4,566 | $4,920-7.2% | $4,417+3.4% | $6,690-31.7% |
| Admin fee / account holder | $1,036 | $10,249-89.9% | $8,287-87.5% | $13,392-92.3% |