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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 | $19,145 | $160,040-88.0% | $147,096-87.0% | $145,877-86.9% |
| Participation rate | 68.8% | 84.0%-15.3pp | 82.2%-13.4pp | 80.3%-11.6pp |
| Annual return | 15.31% | 98.49%-83.2pp | 419.75%-404.4pp | 551.28%-536.0pp |
| Employer contribution / active EE | $1,887 | $5,289-64.3% | $4,936-61.8% | $4,663-59.5% |
| Participant deferral / active EE | $3,012 | $8,429-64.3% | $8,071-62.7% | $6,691-55.0% |
| Admin fee / account holder | $1,349 | $15,050-91.0% | $13,005-89.6% | $13,402-89.9% |