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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 | $23,868 | $148,582-83.9% | $135,942-82.4% | $139,456-82.9% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 17.15% | 79.26%-62.1pp | 68.28%-51.1pp | 373.45%-356.3pp |
| Employer contribution / active EE | $2,891 | $5,245-44.9% | $4,858-40.5% | $4,753-39.2% |
| Participant deferral / active EE | $5,521 | $8,101-31.9% | $7,759-28.8% | $6,711-17.7% |
| Admin fee / account holder | $444 | $12,402-96.4% | $10,764-95.9% | $11,407-96.1% |