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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 | $39,083 | $160,028-75.6% | $147,080-73.4% | $145,884-73.2% |
| Participation rate | 46.7% | 84.0%-37.4pp | 82.2%-35.5pp | 80.3%-33.6pp |
| Annual return | 12.82% | 98.60%-85.8pp | 420.17%-407.3pp | 551.85%-539.0pp |
| Employer contribution / active EE | $1,838 | $5,286-65.2% | $4,933-62.7% | $4,662-60.6% |
| Participant deferral / active EE | $8,267 | $8,422-1.8% | $8,066+2.5% | $6,690+23.6% |
| Admin fee / account holder | $10,414 | $15,030-30.7% | $12,989-19.8% | $13,392-22.2% |