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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 | $19,322 | $106,918-81.9% | $84,021-77.0% | $152,897-87.4% |
| Participation rate | 45.5% | 75.2%-29.8pp | 69.0%-23.6pp | 82.5%-37.0pp |
| Annual return | 22.19% | 105.01%-82.8pp | 71.32%-49.1pp | 345.43%-323.2pp |
| Employer contribution / active EE | $2,484 | $2,735-9.2% | $1,984+25.2% | $4,764-47.8% |
| Participant deferral / active EE | $3,147 | $4,012-21.6% | $3,239-2.8% | $5,851-46.2% |
| Admin fee / account holder | $456 | $8,288-94.5% | $6,102-92.5% | $11,599-96.1% |