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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 | $22,973 | $115,810-80.2% | $101,271-77.3% | $158,966-85.5% |
| Participation rate | 58.3% | 79.4%-21.0pp | 75.8%-17.5pp | 82.0%-23.6pp |
| Annual return | 8.64% | 56.15%-47.5pp | 46.48%-37.8pp | 302.95%-294.3pp |
| Employer contribution / active EE | $1,327 | $4,175-68.2% | $3,660-63.7% | $4,762-72.1% |
| Participant deferral / active EE | $2,960 | $4,958-40.3% | $4,371-32.3% | $5,983-50.5% |
| Admin fee / account holder | $416 | $7,248-94.3% | $5,948-93.0% | $11,250-96.3% |