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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 | $23,691 | $166,131-85.7% | $164,975-85.6% | $145,877-83.8% |
| Participation rate | 43.5% | 82.0%-38.5pp | 78.6%-35.1pp | 80.3%-36.8pp |
| Annual return | 15.08% | 100.37%-85.3pp | 70.12%-55.0pp | 551.28%-536.2pp |
| Employer contribution / active EE | $1,603 | $5,276-69.6% | $4,343-63.1% | $4,663-65.6% |
| Participant deferral / active EE | $3,684 | $6,962-47.1% | $6,033-38.9% | $6,691-44.9% |
| Admin fee / account holder | $2,792 | $16,648-83.2% | $12,688-78.0% | $13,402-79.2% |