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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 | $21,956 | $166,089-86.8% | $164,928-86.7% | $145,978-85.0% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 10.57% | 100.26%-89.7pp | 70.08%-59.5pp | 550.52%-539.9pp |
| Employer contribution / active EE | $1,193 | $5,276-77.4% | $4,343-72.5% | $4,662-74.4% |
| Participant deferral / active EE | $2,386 | $6,961-65.7% | $6,034-60.5% | $6,690-64.3% |
| Admin fee / account holder | $3,375 | $16,641-79.7% | $12,684-73.4% | $13,400-74.8% |