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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 | $20,445 | $111,830-81.7% | $93,696-78.2% | $145,884-86.0% |
| Participation rate | 52.6% | 74.2%-21.6pp | 68.7%-16.1pp | 80.3%-27.7pp |
| Annual return | 11.95% | 204.08%-192.1pp | 133.74%-121.8pp | 551.85%-539.9pp |
| Employer contribution / active EE | $1,802 | $3,093-41.7% | $2,422-25.6% | $4,662-61.3% |
| Participant deferral / active EE | $3,510 | $4,920-28.7% | $4,417-20.5% | $6,690-47.5% |
| Admin fee / account holder | $2,404 | $10,249-76.5% | $8,287-71.0% | $13,392-82.1% |