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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 | $22,515 | $190,879-88.2% | $160,009-85.9% | $134,532-83.3% |
| Participation rate | 68.8% | 82.0%-13.2pp | 78.0%-9.2pp | 81.2%-12.5pp |
| Annual return | -11.23% | 552.63%-563.9pp | 408.85%-420.1pp | 418.27%-429.5pp |
| Employer contribution / active EE | $1,234 | $4,995-75.3% | $4,225-70.8% | $4,741-74.0% |
| Participant deferral / active EE | $2,162 | $6,924-68.8% | $6,183-65.0% | $6,401-66.2% |
| Admin fee / account holder | $403 | $10,495-96.2% | $8,715-95.4% | $11,429-96.5% |