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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 | $35,918 | $160,040-77.6% | $147,096-75.6% | $145,877-75.4% |
| Participation rate | 42.9% | 84.0%-41.2pp | 82.2%-39.3pp | 80.3%-37.4pp |
| Annual return | 12.06% | 98.49%-86.4pp | 419.75%-407.7pp | 551.28%-539.2pp |
| Employer contribution / active EE | $2,645 | $5,289-50.0% | $4,936-46.4% | $4,663-43.3% |
| Participant deferral / active EE | $4,553 | $8,429-46.0% | $8,071-43.6% | $6,691-31.9% |
| Admin fee / account holder | $22,769 | $15,050+51.3% | $13,005+75.1% | $13,402+69.9% |