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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 | $24,643 | $111,814-78.0% | $93,654-73.7% | $145,959-83.1% |
| Participation rate | 55.6% | 74.2%-18.7pp | 68.7%-13.2pp | 80.3%-24.7pp |
| Annual return | 13.07% | 203.30%-190.2pp | 133.34%-120.3pp | 561.95%-548.9pp |
| Employer contribution / active EE | $1,733 | $3,092-44.0% | $2,421-28.4% | $4,661-62.8% |
| Participant deferral / active EE | $2,056 | $4,914-58.2% | $4,413-53.4% | $6,689-69.3% |
| Admin fee / account holder | $2,576 | $10,246-74.9% | $8,282-68.9% | $13,398-80.8% |