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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 | $25,879 | $67,823-61.8% | $52,425-50.6% | $137,256-81.1% |
| Participation rate | 66.7% | 63.9%+2.8pp | 55.6%+11.0pp | 80.0%-13.3pp |
| Annual return | 21.71% | 219.11%-197.4pp | 302.12%-280.4pp | 220.34%-198.6pp |
| Employer contribution / active EE | $1,504 | $1,163+29.3% | $914+64.5% | $4,156-63.8% |
| Participant deferral / active EE | $4,456 | $2,288+94.8% | $1,790+148.9% | $6,407-30.4% |
| Admin fee / account holder | $1,000 | $2,844-64.8% | $2,495-59.9% | $12,270-91.8% |