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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 | $32,639 | $144,130-77.4% | $117,861-72.3% | $147,586-77.9% |
| Participation rate | 54.5% | 83.4%-28.9pp | 79.7%-25.1pp | 82.8%-28.3pp |
| Annual return | 17.89% | 531.20%-513.3pp | 335.11%-317.2pp | 578.59%-560.7pp |
| Employer contribution / active EE | $1,141 | $4,897-76.7% | $3,786-69.9% | $4,876-76.6% |
| Participant deferral / active EE | $2,389 | $5,316-55.1% | $4,482-46.7% | $5,439-56.1% |
| Admin fee / account holder | $428 | $10,887-96.1% | $8,021-94.7% | $10,886-96.1% |