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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 | $29,822 | $160,040-81.4% | $147,096-79.7% | $145,877-79.6% |
| Participation rate | 65.2% | 84.0%-18.8pp | 82.2%-17.0pp | 80.3%-15.1pp |
| Annual return | 12.14% | 98.49%-86.4pp | 419.75%-407.6pp | 551.28%-539.1pp |
| Employer contribution / active EE | $2,001 | $5,289-62.2% | $4,936-59.5% | $4,663-57.1% |
| Participant deferral / active EE | $4,976 | $8,429-41.0% | $8,071-38.3% | $6,691-25.6% |
| Admin fee / account holder | $7,995 | $15,050-46.9% | $13,005-38.5% | $13,402-40.3% |