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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 | $24,704 | $160,028-84.6% | $147,080-83.2% | $145,884-83.1% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 16.38% | 98.60%-82.2pp | 420.17%-403.8pp | 551.85%-535.5pp |
| Employer contribution / active EE | $1,626 | $5,286-69.2% | $4,933-67.0% | $4,662-65.1% |
| Participant deferral / active EE | $5,122 | $8,422-39.2% | $8,066-36.5% | $6,690-23.4% |
| Admin fee / account holder | $4,829 | $15,030-67.9% | $12,989-62.8% | $13,392-63.9% |