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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 | $31,978 | $159,978-80.0% | $147,041-78.3% | $145,978-78.1% |
| Participation rate | 58.8% | 84.0%-25.2pp | 82.2%-23.3pp | 80.3%-21.5pp |
| Annual return | 32.20% | 98.36%-66.2pp | 419.21%-387.0pp | 550.52%-518.3pp |
| Employer contribution / active EE | $2,268 | $5,288-57.1% | $4,935-54.0% | $4,662-51.3% |
| Participant deferral / active EE | $5,247 | $8,429-37.7% | $8,071-35.0% | $6,690-21.6% |
| Admin fee / account holder | $4,365 | $15,053-71.0% | $13,006-66.4% | $13,400-67.4% |