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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 | $24,484 | $166,242-85.3% | $165,071-85.2% | $145,884-83.2% |
| Participation rate | 37.5% | 82.0%-44.5pp | 78.6%-41.1pp | 80.3%-42.8pp |
| Annual return | 15.96% | 100.44%-84.5pp | 70.17%-54.2pp | 551.85%-535.9pp |
| Employer contribution / active EE | $1,938 | $5,283-63.3% | $4,347-55.4% | $4,662-58.4% |
| Participant deferral / active EE | $2,142 | $6,964-69.2% | $6,035-64.5% | $6,690-68.0% |
| Admin fee / account holder | $6,887 | $16,658-58.7% | $12,695-45.8% | $13,392-48.6% |