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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 | $36,742 | $160,028-77.0% | $147,080-75.0% | $145,884-74.8% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.2pp |
| Annual return | 16.97% | 98.60%-81.6pp | 420.17%-403.2pp | 551.85%-534.9pp |
| Employer contribution / active EE | $1,527 | $5,286-71.1% | $4,933-69.0% | $4,662-67.2% |
| Participant deferral / active EE | $4,486 | $8,422-46.7% | $8,066-44.4% | $6,690-32.9% |
| Admin fee / account holder | $419 | $15,030-97.2% | $12,989-96.8% | $13,392-96.9% |