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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 | $28,563 | $160,028-82.2% | $147,080-80.6% | $145,884-80.4% |
| Participation rate | 42.9% | 84.0%-41.2pp | 82.2%-39.3pp | 80.3%-37.4pp |
| Annual return | 12.20% | 98.60%-86.4pp | 420.17%-408.0pp | 551.85%-539.7pp |
| Employer contribution / active EE | $1,950 | $5,286-63.1% | $4,933-60.5% | $4,662-58.2% |
| Participant deferral / active EE | $2,682 | $8,422-68.2% | $8,066-66.8% | $6,690-59.9% |
| Admin fee / account holder | $2,491 | $15,030-83.4% | $12,989-80.8% | $13,392-81.4% |