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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 | $28,695 | $55,472-48.3% | $155,567-81.6% | $74,546-61.5% |
| Participation rate | 60.5% | 61.9%-1.4pp | 78.2%-17.7pp | 67.2%-6.7pp |
| Annual return | 21.80% | 268.72%-246.9pp | 64.74%-42.9pp | 1366.03%-1344.2pp |
| Employer contribution / active EE | $2,068 | $2,269-8.8% | $4,674-55.7% | $2,624-21.2% |
| Participant deferral / active EE | $3,887 | $2,838+37.0% | $5,628-30.9% | $4,347-10.6% |
| Admin fee / account holder | $3,319 | $1,743+90.5% | $15,916-79.1% | $1,944+70.8% |