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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 | $27,248 | $112,112-75.7% | $95,956-71.6% | $158,950-82.9% |
| Participation rate | 69.6% | 79.0%-9.4pp | 77.1%-7.5pp | 82.0%-12.4pp |
| Annual return | 16.56% | 171.15%-154.6pp | 91.63%-75.1pp | 302.91%-286.4pp |
| Employer contribution / active EE | $1,945 | $3,199-39.2% | $2,541-23.5% | $4,762-59.2% |
| Participant deferral / active EE | $3,011 | $4,784-37.1% | $4,167-27.7% | $5,983-49.7% |
| Admin fee / account holder | $367 | $10,134-96.4% | $6,797-94.6% | $11,248-96.7% |