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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 | $19,343 | $105,145-81.6% | $94,664-79.6% | $139,466-86.1% |
| Participation rate | 68.4% | 82.4%-13.9pp | 80.8%-12.4pp | 80.3%-11.9pp |
| Annual return | 21.16% | 38.09%-16.9pp | 156.84%-135.7pp | 373.66%-352.5pp |
| Employer contribution / active EE | $2,566 | $4,107-37.5% | $3,673-30.1% | $4,754-46.0% |
| Participant deferral / active EE | $3,181 | $7,599-58.1% | $7,417-57.1% | $6,712-52.6% |
| Admin fee / account holder | $388 | $8,972-95.7% | $7,222-94.6% | $11,409-96.6% |