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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 | $21,790 | $160,040-86.4% | $147,096-85.2% | $145,877-85.1% |
| Participation rate | 42.9% | 84.0%-41.2pp | 82.2%-39.3pp | 80.3%-37.4pp |
| Annual return | 22.57% | 98.49%-75.9pp | 419.75%-397.2pp | 551.28%-528.7pp |
| Employer contribution / active EE | $2,555 | $5,289-51.7% | $4,936-48.2% | $4,663-45.2% |
| Participant deferral / active EE | $4,207 | $8,429-50.1% | $8,071-47.9% | $6,691-37.1% |
| Admin fee / account holder | $609 | $15,050-96.0% | $13,005-95.3% | $13,402-95.5% |