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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 | $18,135 | $208,088-91.3% | $186,193-90.3% | $154,746-88.3% |
| Participation rate | 41.7% | 80.0%-38.3pp | 77.1%-35.4pp | 80.7%-39.0pp |
| Annual return | 13.23% | 89.97%-76.7pp | 78.03%-64.8pp | 172.34%-159.1pp |
| Employer contribution / active EE | $872 | $4,340-79.9% | $3,918-77.8% | $4,379-80.1% |
| Participant deferral / active EE | $2,146 | $7,078-69.7% | $6,513-67.1% | $6,730-68.1% |
| Admin fee / account holder | $4,493 | $11,698-61.6% | $11,058-59.4% | $14,365-68.7% |