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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 | $21,933 | $176,120-87.5% | $159,487-86.2% | $167,553-86.9% |
| Participation rate | 53.3% | 85.0%-31.6pp | 82.8%-29.5pp | 82.1%-28.8pp |
| Annual return | 11.49% | 331.95%-320.5pp | 263.71%-252.2pp | 478.89%-467.4pp |
| Employer contribution / active EE | $2,016 | $5,299-62.0% | $4,831-58.3% | $4,840-58.3% |
| Participant deferral / active EE | $3,141 | $7,752-59.5% | $7,354-57.3% | $6,343-50.5% |
| Admin fee / account holder | $336 | $12,561-97.3% | $10,804-96.9% | $12,316-97.3% |