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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 | $14,590 | $111,785-86.9% | $93,669-84.4% | $145,877-90.0% |
| Participation rate | 69.2% | 74.2%-5.0pp | 68.7%+0.5pp | 80.3%-11.1pp |
| Annual return | 103.22% | 203.79%-100.6pp | 133.59%-30.4pp | 551.28%-448.1pp |
| Employer contribution / active EE | $2,710 | $3,096-12.5% | $2,424+11.8% | $4,663-41.9% |
| Participant deferral / active EE | $5,977 | $4,919+21.5% | $4,416+35.4% | $6,691-10.7% |
| Admin fee / account holder | $424 | $10,256-95.9% | $8,291-94.9% | $13,402-96.8% |