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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 | $19,657 | $106,918-81.6% | $84,021-76.6% | $152,897-87.1% |
| Participation rate | 54.5% | 75.2%-20.7pp | 69.0%-14.5pp | 82.5%-27.9pp |
| Annual return | 27.90% | 105.01%-77.1pp | 71.32%-43.4pp | 345.43%-317.5pp |
| Employer contribution / active EE | $1,567 | $2,735-42.7% | $1,984-21.0% | $4,764-67.1% |
| Participant deferral / active EE | $5,514 | $4,012+37.4% | $3,239+70.2% | $5,851-5.8% |
| Admin fee / account holder | $1,899 | $8,288-77.1% | $6,102-68.9% | $11,599-83.6% |