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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 | $25,788 | $160,028-83.9% | $147,080-82.5% | $145,884-82.3% |
| Participation rate | 58.3% | 84.0%-25.7pp | 82.2%-23.8pp | 80.3%-22.0pp |
| Annual return | 14.10% | 98.60%-84.5pp | 420.17%-406.1pp | 551.85%-537.7pp |
| Employer contribution / active EE | $1,533 | $5,286-71.0% | $4,933-68.9% | $4,662-67.1% |
| Participant deferral / active EE | $4,438 | $8,422-47.3% | $8,066-45.0% | $6,690-33.7% |
| Admin fee / account holder | $644 | $15,030-95.7% | $12,989-95.0% | $13,392-95.2% |