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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 | $17,703 | $183,516-90.4% | $155,534-88.6% | $145,884-87.9% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 22.19% | 61.43%-39.2pp | 64.92%-42.7pp | 551.85%-529.7pp |
| Employer contribution / active EE | $2,023 | $5,315-61.9% | $4,675-56.7% | $4,662-56.6% |
| Participant deferral / active EE | $3,185 | $6,467-50.8% | $5,630-43.4% | $6,690-52.4% |
| Admin fee / account holder | $484 | $19,293-97.5% | $15,900-97.0% | $13,392-96.4% |