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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 | $17,410 | $208,088-91.6% | $186,193-90.6% | $154,746-88.7% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.1%-27.1pp | 80.7%-30.7pp |
| Annual return | 19.77% | 89.97%-70.2pp | 78.03%-58.3pp | 172.34%-152.6pp |
| Employer contribution / active EE | $1,123 | $4,340-74.1% | $3,918-71.3% | $4,379-74.4% |
| Participant deferral / active EE | $2,536 | $7,078-64.2% | $6,513-61.1% | $6,730-62.3% |
| Admin fee / account holder | $357 | $11,698-97.0% | $11,058-96.8% | $14,365-97.5% |