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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 | $18,488 | $148,629-87.6% | $135,982-86.4% | $139,487-86.7% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 30.24% | 79.33%-49.1pp | 68.32%-38.1pp | 373.84%-343.6pp |
| Employer contribution / active EE | $2,148 | $5,247-59.1% | $4,859-55.8% | $4,755-54.8% |
| Participant deferral / active EE | $8,420 | $8,102+3.9% | $7,760+8.5% | $6,713+25.4% |
| Admin fee / account holder | $1,116 | $12,406-91.0% | $10,767-89.6% | $11,407-90.2% |