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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 | $23,138 | $166,131-86.1% | $164,975-86.0% | $145,877-84.1% |
| Participation rate | 57.9% | 82.0%-24.1pp | 78.6%-20.7pp | 80.3%-22.4pp |
| Annual return | 20.54% | 100.37%-79.8pp | 70.12%-49.6pp | 551.28%-530.7pp |
| Employer contribution / active EE | $2,790 | $5,276-47.1% | $4,343-35.7% | $4,663-40.2% |
| Participant deferral / active EE | $4,459 | $6,962-36.0% | $6,033-26.1% | $6,691-33.4% |
| Admin fee / account holder | $481 | $16,648-97.1% | $12,688-96.2% | $13,402-96.4% |