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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 | $16,240 | $103,008-84.2% | $90,304-82.0% | $152,897-89.4% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.5%-15.8pp |
| Annual return | 17.61% | 95.22%-77.6pp | 78.13%-60.5pp | 345.43%-327.8pp |
| Employer contribution / active EE | $968 | $3,139-69.2% | $2,855-66.1% | $4,764-79.7% |
| Participant deferral / active EE | $2,991 | $4,281-30.1% | $3,885-23.0% | $5,851-48.9% |
| Admin fee / account holder | $4,964 | $6,175-19.6% | $5,354-7.3% | $11,599-57.2% |