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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 | $16,414 | $129,737-87.3% | $119,126-86.2% | $154,746-89.4% |
| Participation rate | 57.1% | 78.9%-21.7pp | 75.8%-18.6pp | 80.7%-23.6pp |
| Annual return | 10.36% | 379.08%-368.7pp | 282.11%-271.7pp | 172.34%-162.0pp |
| Employer contribution / active EE | $1,173 | $4,375-73.2% | $4,034-70.9% | $4,379-73.2% |
| Participant deferral / active EE | $2,194 | $5,842-62.4% | $5,318-58.7% | $6,730-67.4% |
| Admin fee / account holder | $5,712 | $11,961-52.2% | $10,693-46.6% | $14,365-60.2% |