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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 | $22,346 | $160,028-86.0% | $147,080-84.8% | $145,884-84.7% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.2pp |
| Annual return | 17.35% | 98.60%-81.3pp | 420.17%-402.8pp | 551.85%-534.5pp |
| Employer contribution / active EE | $1,769 | $5,286-66.5% | $4,933-64.1% | $4,662-62.1% |
| Participant deferral / active EE | $2,985 | $8,422-64.6% | $8,066-63.0% | $6,690-55.4% |
| Admin fee / account holder | $1,082 | $15,030-92.8% | $12,989-91.7% | $13,392-91.9% |