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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 | $16,472 | $111,785-85.3% | $93,669-82.4% | $145,877-88.7% |
| Participation rate | 56.3% | 74.2%-18.0pp | 68.7%-12.5pp | 80.3%-24.1pp |
| Annual return | 12.25% | 203.79%-191.5pp | 133.59%-121.3pp | 551.28%-539.0pp |
| Employer contribution / active EE | $1,438 | $3,096-53.5% | $2,424-40.6% | $4,663-69.2% |
| Participant deferral / active EE | $2,198 | $4,919-55.3% | $4,416-50.2% | $6,691-67.2% |
| Admin fee / account holder | $482 | $10,256-95.3% | $8,291-94.2% | $13,402-96.4% |