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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 | $15,503 | $190,879-91.9% | $160,009-90.3% | $134,532-88.5% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.0%-28.0pp | 81.2%-31.2pp |
| Annual return | 720.09% | 552.63%+167.5pp | 408.85%+311.2pp | 418.27%+301.8pp |
| Employer contribution / active EE | $1,039 | $4,995-79.2% | $4,225-75.4% | $4,741-78.1% |
| Participant deferral / active EE | $2,920 | $6,924-57.8% | $6,183-52.8% | $6,401-54.4% |
| Admin fee / account holder | $1,861 | $10,495-82.3% | $8,715-78.6% | $11,429-83.7% |