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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 | $28,577 | $103,008-72.3% | $90,304-68.4% | $152,897-81.3% |
| Participation rate | 63.6% | 75.9%-12.2pp | 73.3%-9.6pp | 82.5%-18.8pp |
| Annual return | 22.34% | 95.22%-72.9pp | 78.13%-55.8pp | 345.43%-323.1pp |
| Employer contribution / active EE | $740 | $3,139-76.4% | $2,855-74.1% | $4,764-84.5% |
| Participant deferral / active EE | $2,978 | $4,281-30.4% | $3,885-23.3% | $5,851-49.1% |
| Admin fee / account holder | $2,335 | $6,175-62.2% | $5,354-56.4% | $11,599-79.9% |