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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 | $183,539-89.3% | $155,556-87.3% | $145,897-86.5% |
| Participation rate | 44.4% | 82.7%-38.3pp | 78.2%-33.8pp | 80.3%-35.9pp |
| Annual return | 11.28% | 61.31%-50.0pp | 64.84%-53.6pp | 552.29%-541.0pp |
| Employer contribution / active EE | $1,639 | $5,315-69.2% | $4,675-64.9% | $4,663-64.8% |
| Participant deferral / active EE | $2,967 | $6,467-54.1% | $5,631-47.3% | $6,689-55.6% |
| Admin fee / account holder | $2,546 | $19,275-86.8% | $15,885-84.0% | $13,390-81.0% |