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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 | $24,156 | $166,131-85.5% | $164,975-85.4% | $145,877-83.4% |
| Participation rate | 33.3% | 82.0%-48.7pp | 78.6%-45.3pp | 80.3%-47.0pp |
| Annual return | 12.81% | 100.37%-87.6pp | 70.12%-57.3pp | 551.28%-538.5pp |
| Employer contribution / active EE | $1,502 | $5,276-71.5% | $4,343-65.4% | $4,663-67.8% |
| Participant deferral / active EE | $3,263 | $6,962-53.1% | $6,033-45.9% | $6,691-51.2% |
| Admin fee / account holder | $4,352 | $16,648-73.9% | $12,688-65.7% | $13,402-67.5% |