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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 | $25,591 | $100,203-74.5% | $85,240-70.0% | $145,897-82.5% |
| Participation rate | 57.9% | 74.1%-16.2pp | 67.5%-9.6pp | 80.3%-22.4pp |
| Annual return | 16.55% | 84.28%-67.7pp | 66.75%-50.2pp | 552.29%-535.7pp |
| Employer contribution / active EE | $1,268 | $3,242-60.9% | $2,735-53.7% | $4,663-72.8% |
| Participant deferral / active EE | $2,675 | $5,299-49.5% | $4,527-40.9% | $6,689-60.0% |
| Admin fee / account holder | $427 | $7,265-94.1% | $6,165-93.1% | $13,390-96.8% |