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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 | $50,001 | $166,268-69.9% | $165,100-69.7% | $145,897-65.7% |
| Participation rate | 40.9% | 82.0%-41.1pp | 78.6%-37.7pp | 80.3%-39.4pp |
| Annual return | 10.21% | 100.52%-90.3pp | 70.21%-60.0pp | 552.29%-542.1pp |
| Employer contribution / active EE | $1,778 | $5,284-66.3% | $4,348-59.1% | $4,663-61.9% |
| Participant deferral / active EE | $3,699 | $6,964-46.9% | $6,035-38.7% | $6,689-44.7% |
| Admin fee / account holder | $324 | $16,659-98.1% | $12,696-97.4% | $13,390-97.6% |