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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 | $22,041 | $150,412-85.3% | $120,574-81.7% | $145,884-84.9% |
| Participation rate | 68.8% | 78.8%-10.0pp | 71.9%-3.2pp | 80.3%-11.6pp |
| Annual return | 9.33% | 154.50%-145.2pp | 107.42%-98.1pp | 551.85%-542.5pp |
| Employer contribution / active EE | $2,316 | $4,355-46.8% | $3,471-33.3% | $4,662-50.3% |
| Participant deferral / active EE | $3,827 | $6,175-38.0% | $4,996-23.4% | $6,690-42.8% |
| Admin fee / account holder | $8,396 | $12,224-31.3% | $9,445-11.1% | $13,392-37.3% |