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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 | $25,726 | $99,053-74.0% | $88,179-70.8% | $138,895-81.5% |
| Participation rate | 62.5% | 74.2%-11.7pp | 69.1%-6.6pp | 79.9%-17.4pp |
| Annual return | 41.49% | 78.17%-36.7pp | 64.97%-23.5pp | 145.39%-103.9pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $9,461 | $5,225+81.1% | $4,614+105.1% | $6,396+47.9% |
| Admin fee / account holder | $841 | $8,748-90.4% | $7,673-89.0% | $12,562-93.3% |