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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 | $19,518 | $82,630-76.4% | $64,105-69.6% | $125,389-84.4% |
| Participation rate | 63.6% | 75.9%-12.2pp | 68.2%-4.5pp | 83.2%-19.6pp |
| Annual return | 1.12% | 1489.72%-1488.6pp | 791.24%-790.1pp | 282.24%-281.1pp |
| Employer contribution / active EE | $832 | $2,671-68.8% | $1,820-54.3% | $4,866-82.9% |
| Participant deferral / active EE | $3,198 | $3,608-11.4% | $2,822+13.3% | $5,352-40.2% |
| Admin fee / account holder | $1,837 | $6,382-71.2% | $4,499-59.2% | $9,541-80.7% |