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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 | $32,271 | $160,028-79.8% | $147,080-78.1% | $145,884-77.9% |
| Participation rate | 65.0% | 84.0%-19.0pp | 82.2%-17.2pp | 80.3%-15.3pp |
| Annual return | 20.14% | 98.60%-78.5pp | 420.17%-400.0pp | 551.85%-531.7pp |
| Employer contribution / active EE | $2,093 | $5,286-60.4% | $4,933-57.6% | $4,662-55.1% |
| Participant deferral / active EE | $3,559 | $8,422-57.7% | $8,066-55.9% | $6,690-46.8% |
| Admin fee / account holder | $3,142 | $15,030-79.1% | $12,989-75.8% | $13,392-76.5% |