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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 | $160,028-86.4% | $147,080-85.2% | $145,884-85.1% |
| Participation rate | 42.9% | 84.0%-41.2pp | 82.2%-39.3pp | 80.3%-37.4pp |
| Annual return | 22.57% | 98.60%-76.0pp | 420.17%-397.6pp | 551.85%-529.3pp |
| Employer contribution / active EE | $2,555 | $5,286-51.7% | $4,933-48.2% | $4,662-45.2% |
| Participant deferral / active EE | $4,207 | $8,422-50.0% | $8,066-47.8% | $6,690-37.1% |
| Admin fee / account holder | $609 | $15,030-95.9% | $12,989-95.3% | $13,392-95.4% |