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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 | $21,744 | $111,878-80.6% | $93,727-76.8% | $145,897-85.1% |
| Participation rate | 62.5% | 74.2%-11.7pp | 68.7%-6.2pp | 80.3%-17.8pp |
| Annual return | 21.51% | 204.28%-182.8pp | 133.83%-112.3pp | 552.29%-530.8pp |
| Employer contribution / active EE | $2,684 | $3,092-13.2% | $2,421+10.8% | $4,663-42.4% |
| Participant deferral / active EE | $5,914 | $4,920+20.2% | $4,417+33.9% | $6,689-11.6% |
| Admin fee / account holder | $1,211 | $10,256-88.2% | $8,292-85.4% | $13,390-91.0% |