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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 | $27,804 | $115,814-76.0% | $101,275-72.5% | $158,982-82.5% |
| Participation rate | 68.8% | 79.4%-10.6pp | 75.8%-7.1pp | 82.0%-13.2pp |
| Annual return | 29.44% | 56.16%-26.7pp | 46.48%-17.0pp | 302.99%-273.5pp |
| Employer contribution / active EE | $3,406 | $4,176-18.4% | $3,660-6.9% | $4,763-28.5% |
| Participant deferral / active EE | $7,250 | $4,958+46.2% | $4,371+65.9% | $5,983+21.2% |
| Admin fee / account holder | $1,291 | $7,249-82.2% | $5,948-78.3% | $11,252-88.5% |