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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 | $24,304 | $208,088-88.3% | $186,193-86.9% | $154,746-84.3% |
| Participation rate | 61.9% | 80.0%-18.1pp | 77.1%-15.2pp | 80.7%-18.8pp |
| Annual return | 18.93% | 89.97%-71.0pp | 78.03%-59.1pp | 172.34%-153.4pp |
| Employer contribution / active EE | $1,156 | $4,340-73.4% | $3,918-70.5% | $4,379-73.6% |
| Participant deferral / active EE | $2,057 | $7,078-70.9% | $6,513-68.4% | $6,730-69.4% |
| Admin fee / account holder | $1,583 | $11,698-86.5% | $11,058-85.7% | $14,365-89.0% |