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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 | $25,563 | $175,259-85.4% | $149,723-82.9% | $139,487-81.7% |
| Participation rate | 69.6% | 83.4%-13.8pp | 78.8%-9.2pp | 80.3%-10.8pp |
| Annual return | 12.45% | 166.82%-154.4pp | 134.50%-122.0pp | 373.84%-361.4pp |
| Employer contribution / active EE | $1,793 | $5,478-67.3% | $4,821-62.8% | $4,755-62.3% |
| Participant deferral / active EE | $2,098 | $6,522-67.8% | $5,682-63.1% | $6,713-68.7% |
| Admin fee / account holder | $817 | $16,158-94.9% | $13,215-93.8% | $11,407-92.8% |