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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 | $159,934-88.0% | $147,005-86.9% | $145,959-86.9% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 23.65% | 98.24%-74.6pp | 418.76%-395.1pp | 561.95%-538.3pp |
| Employer contribution / active EE | $1,833 | $5,287-65.3% | $4,934-62.9% | $4,661-60.7% |
| Participant deferral / active EE | $10,487 | $8,427+24.4% | $8,070+30.0% | $6,689+56.8% |
| Admin fee / account holder | $644 | $15,053-95.7% | $13,006-95.1% | $13,398-95.2% |