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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 | $27,959 | $99,921-72.0% | $85,009-67.1% | $145,959-80.8% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.8pp | 80.3%-13.6pp |
| Annual return | 11.77% | 83.89%-72.1pp | 66.47%-54.7pp | 561.95%-550.2pp |
| Employer contribution / active EE | $1,452 | $3,233-55.1% | $2,728-46.8% | $4,661-68.9% |
| Participant deferral / active EE | $2,096 | $5,293-60.4% | $4,522-53.6% | $6,689-68.7% |
| Admin fee / account holder | $6,415 | $7,252-11.5% | $6,153+4.3% | $13,398-52.1% |