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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 | $10,914 | $52,353-79.2% | $120,225-90.9% | $82,448-86.8% |
| Participation rate | 48.3% | 58.3%-10.0pp | 69.6%-21.3pp | 68.1%-19.8pp |
| Annual return | 20.53% | 61.85%-41.3pp | 439.23%-418.7pp | 41.64%-21.1pp |
| Employer contribution / active EE | $1,086 | $1,510-28.1% | $3,475-68.8% | $2,551-57.4% |
| Participant deferral / active EE | $2,379 | $2,627-9.4% | $3,999-40.5% | $4,139-42.5% |
| Admin fee / account holder | $1,712 | $4,363-60.8% | $5,696-69.9% | $7,234-76.3% |