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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 | $21,118 | $160,028-86.8% | $147,080-85.6% | $145,884-85.5% |
| Participation rate | 58.8% | 84.0%-25.2pp | 82.2%-23.4pp | 80.3%-21.5pp |
| Annual return | 16.55% | 98.60%-82.1pp | 420.17%-403.6pp | 551.85%-535.3pp |
| Employer contribution / active EE | $2,219 | $5,286-58.0% | $4,933-55.0% | $4,662-52.4% |
| Participant deferral / active EE | $4,579 | $8,422-45.6% | $8,066-43.2% | $6,690-31.5% |
| Admin fee / account holder | $787 | $15,030-94.8% | $12,989-93.9% | $13,392-94.1% |