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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 | $19,700 | $183,592-89.3% | $155,574-87.3% | $145,877-86.5% |
| Participation rate | 44.4% | 82.7%-38.3pp | 78.2%-33.8pp | 80.3%-35.9pp |
| Annual return | 11.28% | 61.37%-50.1pp | 64.87%-53.6pp | 551.28%-540.0pp |
| Employer contribution / active EE | $1,639 | $5,317-69.2% | $4,676-64.9% | $4,663-64.9% |
| Participant deferral / active EE | $2,967 | $6,466-54.1% | $5,629-47.3% | $6,691-55.6% |
| Admin fee / account holder | $2,546 | $19,316-86.8% | $15,914-84.0% | $13,402-81.0% |