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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 | $28,978 | $160,040-81.9% | $147,096-80.3% | $145,877-80.1% |
| Participation rate | 42.1% | 84.0%-41.9pp | 82.2%-40.1pp | 80.3%-38.2pp |
| Annual return | 12.01% | 98.49%-86.5pp | 419.75%-407.7pp | 551.28%-539.3pp |
| Employer contribution / active EE | $1,944 | $5,289-63.3% | $4,936-60.6% | $4,663-58.3% |
| Participant deferral / active EE | $3,874 | $8,429-54.0% | $8,071-52.0% | $6,691-42.1% |
| Admin fee / account holder | $12,447 | $15,050-17.3% | $13,005-4.3% | $13,402-7.1% |