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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 | $24,173 | $175,257-86.2% | $149,717-83.9% | $139,456-82.7% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 24.46% | 166.70%-142.2pp | 134.41%-109.9pp | 373.45%-349.0pp |
| Employer contribution / active EE | $1,756 | $5,477-67.9% | $4,820-63.6% | $4,753-63.1% |
| Participant deferral / active EE | $2,471 | $6,521-62.1% | $5,682-56.5% | $6,711-63.2% |
| Admin fee / account holder | $2,648 | $16,156-83.6% | $13,213-80.0% | $11,407-76.8% |