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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 | $19,918 | $55,446-64.1% | $155,574-87.2% | $74,429-73.2% |
| Participation rate | 60.3% | 61.9%-1.6pp | 78.2%-17.9pp | 67.2%-6.9pp |
| Annual return | 14.92% | 269.20%-254.3pp | 64.87%-49.9pp | 1368.38%-1353.5pp |
| Employer contribution / active EE | $1,325 | $2,266-41.5% | $4,676-71.7% | $2,625-49.5% |
| Participant deferral / active EE | $2,377 | $2,836-16.2% | $5,629-57.8% | $4,348-45.3% |
| Admin fee / account holder | $1,502 | $1,743-13.8% | $15,914-90.6% | $1,944-22.7% |