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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 | $17,833 | $160,040-88.9% | $147,096-87.9% | $145,877-87.8% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 14.36% | 98.49%-84.1pp | 419.75%-405.4pp | 551.28%-536.9pp |
| Employer contribution / active EE | $1,650 | $5,289-68.8% | $4,936-66.6% | $4,663-64.6% |
| Participant deferral / active EE | $3,526 | $8,429-58.2% | $8,071-56.3% | $6,691-47.3% |
| Admin fee / account holder | $303 | $15,050-98.0% | $13,005-97.7% | $13,402-97.7% |