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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 | $17,261 | $110,039-84.3% | $97,260-82.3% | $145,884-88.2% |
| Participation rate | 62.5% | 75.9%-13.4pp | 72.7%-10.2pp | 80.3%-17.8pp |
| Annual return | 16.69% | 244.44%-227.8pp | 75.54%-58.8pp | 551.85%-535.2pp |
| Employer contribution / active EE | $1,998 | $3,074-35.0% | $2,721-26.6% | $4,662-57.1% |
| Participant deferral / active EE | $3,213 | $4,674-31.3% | $4,262-24.6% | $6,690-52.0% |
| Admin fee / account holder | $2,317 | $6,204-62.7% | $5,640-58.9% | $13,392-82.7% |