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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 | $19,674 | $160,070-87.7% | $147,117-86.6% | $145,897-86.5% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 22.20% | 98.69%-76.5pp | 420.54%-398.3pp | 552.29%-530.1pp |
| Employer contribution / active EE | $1,363 | $5,285-74.2% | $4,932-72.4% | $4,663-70.8% |
| Participant deferral / active EE | $6,191 | $8,419-26.5% | $8,065-23.2% | $6,689-7.5% |
| Admin fee / account holder | $1,722 | $15,035-88.5% | $12,993-86.7% | $13,390-87.1% |