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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 | $19,185 | $160,040-88.0% | $147,096-87.0% | $145,877-86.8% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 23.65% | 98.49%-74.8pp | 419.75%-396.1pp | 551.28%-527.6pp |
| Employer contribution / active EE | $1,833 | $5,289-65.3% | $4,936-62.9% | $4,663-60.7% |
| Participant deferral / active EE | $10,487 | $8,429+24.4% | $8,071+29.9% | $6,691+56.7% |
| Admin fee / account holder | $644 | $15,050-95.7% | $13,005-95.1% | $13,402-95.2% |