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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 | $23,869 | $159,978-85.1% | $147,041-83.8% | $145,978-83.6% |
| Participation rate | 68.2% | 84.0%-15.8pp | 82.2%-14.0pp | 80.3%-12.1pp |
| Annual return | 14.34% | 98.36%-84.0pp | 419.21%-404.9pp | 550.52%-536.2pp |
| Employer contribution / active EE | $1,804 | $5,288-65.9% | $4,935-63.5% | $4,662-61.3% |
| Participant deferral / active EE | $4,259 | $8,429-49.5% | $8,071-47.2% | $6,690-36.3% |
| Admin fee / account holder | $986 | $15,053-93.4% | $13,006-92.4% | $13,400-92.6% |