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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 | $19,072 | $132,634-85.6% | $115,768-83.5% | $137,256-86.1% |
| Participation rate | 65.0% | 77.9%-12.9pp | 74.4%-9.4pp | 80.0%-15.0pp |
| Annual return | 20.10% | 160.70%-140.6pp | 100.46%-80.4pp | 220.34%-200.2pp |
| Employer contribution / active EE | $2,220 | $3,360-33.9% | $2,940-24.5% | $4,156-46.6% |
| Participant deferral / active EE | $3,818 | $5,619-32.0% | $4,917-22.3% | $6,407-40.4% |
| Admin fee / account holder | $3,215 | $15,028-78.6% | $12,439-74.2% | $12,270-73.8% |