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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 | $26,875 | $110,039-75.6% | $97,260-72.4% | $145,884-81.6% |
| Participation rate | 66.7% | 75.9%-9.3pp | 72.7%-6.0pp | 80.3%-13.6pp |
| Annual return | 18.33% | 244.44%-226.1pp | 75.54%-57.2pp | 551.85%-533.5pp |
| Employer contribution / active EE | $1,214 | $3,074-60.5% | $2,721-55.4% | $4,662-74.0% |
| Participant deferral / active EE | $2,693 | $4,674-42.4% | $4,262-36.8% | $6,690-59.8% |
| Admin fee / account holder | $996 | $6,204-83.9% | $5,640-82.3% | $13,392-92.6% |