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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 | $20,718 | $63,346-67.3% | $92,240-77.5% | $70,126-70.5% |
| Participation rate | 61.8% | 68.7%-6.9pp | 76.5%-14.7pp | 69.5%-7.7pp |
| Annual return | 29.29% | 530.19%-500.9pp | 176.29%-147.0pp | 73.15%-43.9pp |
| Employer contribution / active EE | $2,099 | $2,471-15.1% | $3,680-43.0% | $2,343-10.4% |
| Participant deferral / active EE | $3,421 | $2,854+19.9% | $3,897-12.2% | $3,332+2.7% |
| Admin fee / account holder | $680 | $3,841-82.3% | $5,194-86.9% | $4,645-85.4% |