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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 | $35,751 | $100,073-64.3% | $85,126-58.0% | $145,877-75.5% |
| Participation rate | 60.0% | 74.1%-14.1pp | 67.5%-7.5pp | 80.3%-20.3pp |
| Annual return | 14.28% | 84.11%-69.8pp | 66.63%-52.3pp | 551.28%-537.0pp |
| Employer contribution / active EE | $592 | $3,236-81.7% | $2,731-78.3% | $4,663-87.3% |
| Participant deferral / active EE | $9,012 | $5,294+70.2% | $4,523+99.2% | $6,691+34.7% |
| Admin fee / account holder | $7,016 | $7,261-3.4% | $6,160+13.9% | $13,402-47.7% |