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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 | $14,460 | $70,366-79.5% | $66,674-78.3% | $138,895-89.6% |
| Participation rate | 66.7% | 76.2%-9.5pp | 73.7%-7.0pp | 79.9%-13.3pp |
| Annual return | 25.75% | 386.41%-360.7pp | 321.24%-295.5pp | 145.39%-119.6pp |
| Employer contribution / active EE | $1,798 | $2,765-35.0% | $2,620-31.4% | $4,194-57.1% |
| Participant deferral / active EE | $4,067 | $4,374-7.0% | $4,084-0.4% | $6,396-36.4% |
| Admin fee / account holder | $509 | $5,262-90.3% | $5,098-90.0% | $12,562-95.9% |