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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 | $23,940 | $115,810-79.3% | $101,271-76.4% | $158,966-84.9% |
| Participation rate | 62.5% | 79.4%-16.9pp | 75.8%-13.3pp | 82.0%-19.5pp |
| Annual return | 13.22% | 56.15%-42.9pp | 46.48%-33.3pp | 302.95%-289.7pp |
| Employer contribution / active EE | $1,680 | $4,175-59.8% | $3,660-54.1% | $4,762-64.7% |
| Participant deferral / active EE | $4,279 | $4,958-13.7% | $4,371-2.1% | $5,983-28.5% |
| Admin fee / account holder | $1,205 | $7,248-83.4% | $5,948-79.7% | $11,250-89.3% |