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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 | $25,119 | $183,539-86.3% | $155,556-83.9% | $145,897-82.8% |
| Participation rate | 68.4% | 82.7%-14.3pp | 78.2%-9.8pp | 80.3%-11.9pp |
| Annual return | 15.09% | 61.31%-46.2pp | 64.84%-49.7pp | 552.29%-537.2pp |
| Employer contribution / active EE | $2,646 | $5,315-50.2% | $4,675-43.4% | $4,663-43.3% |
| Participant deferral / active EE | $2,419 | $6,467-62.6% | $5,631-57.0% | $6,689-63.8% |
| Admin fee / account holder | $1,122 | $19,275-94.2% | $15,885-92.9% | $13,390-91.6% |