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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 | $32,329 | $166,131-80.5% | $164,975-80.4% | $145,877-77.8% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 30.20% | 100.37%-70.2pp | 70.12%-39.9pp | 551.28%-521.1pp |
| Employer contribution / active EE | $1,605 | $5,276-69.6% | $4,343-63.1% | $4,663-65.6% |
| Participant deferral / active EE | $12,987 | $6,962+86.5% | $6,033+115.3% | $6,691+94.1% |
| Admin fee / account holder | $470 | $16,648-97.2% | $12,688-96.3% | $13,402-96.5% |