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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 | $10,760 | $72,071-85.1% | $68,368-84.3% | $137,256-92.2% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 14.27% | 353.14%-338.9pp | 292.57%-278.3pp | 220.34%-206.1pp |
| Employer contribution / active EE | $2,750 | $2,788-1.4% | $2,649+3.8% | $4,156-33.8% |
| Participant deferral / active EE | $3,506 | $4,410-20.5% | $4,123-15.0% | $6,407-45.3% |
| Admin fee / account holder | $694 | $5,336-87.0% | $5,150-86.5% | $12,270-94.3% |