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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 | $22,525 | $183,592-87.7% | $155,574-85.5% | $145,877-84.6% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 14.66% | 61.37%-46.7pp | 64.87%-50.2pp | 551.28%-536.6pp |
| Employer contribution / active EE | $1,928 | $5,317-63.7% | $4,676-58.8% | $4,663-58.7% |
| Participant deferral / active EE | $2,208 | $6,466-65.8% | $5,629-60.8% | $6,691-67.0% |
| Admin fee / account holder | $521 | $19,316-97.3% | $15,914-96.7% | $13,402-96.1% |