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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 | $22,749 | $110,410-79.4% | $102,437-77.8% | $145,897-84.4% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-47.0pp |
| Annual return | 88.80% | 24.85%+64.0pp | 24.95%+63.9pp | 552.29%-463.5pp |
| Employer contribution / active EE | $973 | $4,217-76.9% | $3,871-74.9% | $4,663-79.1% |
| Participant deferral / active EE | $1,884 | $5,622-66.5% | $5,060-62.8% | $6,689-71.8% |
| Admin fee / account holder | $1,877 | $9,745-80.7% | $8,388-77.6% | $13,390-86.0% |