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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 | $23,226 | $105,149-77.9% | $94,659-75.5% | $139,427-83.3% |
| Participation rate | 68.4% | 82.4%-13.9pp | 80.8%-12.4pp | 80.3%-11.9pp |
| Annual return | 16.93% | 38.04%-21.1pp | 156.75%-139.8pp | 373.27%-356.3pp |
| Employer contribution / active EE | $1,908 | $4,106-53.5% | $3,673-48.0% | $4,752-59.8% |
| Participant deferral / active EE | $2,488 | $7,600-67.3% | $7,419-66.5% | $6,711-62.9% |
| Admin fee / account holder | $960 | $8,986-89.3% | $7,232-86.7% | $11,404-91.6% |