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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 | $38,151 | $100,139-61.9% | $85,187-55.2% | $145,884-73.8% |
| Participation rate | 55.6% | 74.1%-18.5pp | 67.5%-12.0pp | 80.3%-24.7pp |
| Annual return | 14.78% | 84.15%-69.4pp | 66.67%-51.9pp | 551.85%-537.1pp |
| Employer contribution / active EE | $2,890 | $3,238-10.8% | $2,732+5.8% | $4,662-38.0% |
| Participant deferral / active EE | $6,875 | $5,296+29.8% | $4,525+51.9% | $6,690+2.8% |
| Admin fee / account holder | $448 | $7,262-93.8% | $6,162-92.7% | $13,392-96.7% |