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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 | $25,674 | $102,595-75.0% | $94,057-72.7% | $154,746-83.4% |
| Participation rate | 57.1% | 76.0%-18.9pp | 73.3%-16.2pp | 80.7%-23.6pp |
| Annual return | 14.70% | 583.42%-568.7pp | 480.62%-465.9pp | 172.34%-157.6pp |
| Employer contribution / active EE | $4,625 | $3,147+47.0% | $2,933+57.7% | $4,379+5.6% |
| Participant deferral / active EE | $7,432 | $5,118+45.2% | $4,709+57.8% | $6,730+10.4% |
| Admin fee / account holder | $1,190 | $7,736-84.6% | $7,244-83.6% | $14,365-91.7% |