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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 | $22,251 | $73,546-69.7% | $63,018-64.7% | $147,586-84.9% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.8%-8.1pp | 82.8%-16.2pp |
| Annual return | 12.05% | 175.56%-163.5pp | 87.62%-75.6pp | 578.59%-566.5pp |
| Employer contribution / active EE | $1,398 | $3,324-57.9% | $2,761-49.3% | $4,876-71.3% |
| Participant deferral / active EE | $1,835 | $4,185-56.1% | $3,330-44.9% | $5,439-66.3% |
| Admin fee / account holder | $1,117 | $5,956-81.2% | $3,601-69.0% | $10,886-89.7% |