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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 | $160,040-87.7% | $147,096-86.6% | $145,877-86.5% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 22.20% | 98.49%-76.3pp | 419.75%-397.5pp | 551.28%-529.1pp |
| Employer contribution / active EE | $1,363 | $5,289-74.2% | $4,936-72.4% | $4,663-70.8% |
| Participant deferral / active EE | $6,191 | $8,429-26.6% | $8,071-23.3% | $6,691-7.5% |
| Admin fee / account holder | $1,722 | $15,050-88.6% | $13,005-86.8% | $13,402-87.1% |