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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 | $26,917 | $160,070-83.2% | $147,117-81.7% | $145,897-81.6% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.9pp | 80.3%-47.0pp |
| Annual return | 13.47% | 98.69%-85.2pp | 420.54%-407.1pp | 552.29%-538.8pp |
| Employer contribution / active EE | $2,334 | $5,285-55.8% | $4,932-52.7% | $4,663-49.9% |
| Participant deferral / active EE | $2,760 | $8,419-67.2% | $8,065-65.8% | $6,689-58.7% |
| Admin fee / account holder | $7,021 | $15,035-53.3% | $12,993-46.0% | $13,390-47.6% |