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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 | $22,521 | $135,956-83.4% | $123,894-81.8% | $273,972-91.8% |
| Participation rate | 44.4% | 84.1%-39.6pp | 81.4%-37.0pp | 83.0%-38.6pp |
| Annual return | 96.00% | 56.63%+39.4pp | 47.52%+48.5pp | 41.46%+54.5pp |
| Employer contribution / active EE | $1,886 | $5,170-63.5% | $4,617-59.2% | $4,869-61.3% |
| Participant deferral / active EE | $3,180 | $6,343-49.9% | $5,984-46.9% | $5,287-39.8% |
| Admin fee / account holder | $2,218 | $9,817-77.4% | $8,357-73.5% | $10,133-78.1% |