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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 | $26,988 | $208,088-87.0% | $186,193-85.5% | $154,746-82.6% |
| Participation rate | 27.3% | 80.0%-52.7pp | 77.1%-49.8pp | 80.7%-53.4pp |
| Annual return | 11.83% | 89.97%-78.1pp | 78.03%-66.2pp | 172.34%-160.5pp |
| Employer contribution / active EE | $824 | $4,340-81.0% | $3,918-79.0% | $4,379-81.2% |
| Participant deferral / active EE | $2,162 | $7,078-69.5% | $6,513-66.8% | $6,730-67.9% |
| Admin fee / account holder | $4,697 | $11,698-59.9% | $11,058-57.5% | $14,365-67.3% |