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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 | $20,657 | $63,346-67.4% | $92,240-77.6% | $70,126-70.5% |
| Participation rate | 56.3% | 68.7%-12.3pp | 76.5%-20.1pp | 69.5%-13.2pp |
| Annual return | 20.44% | 530.19%-509.8pp | 176.29%-155.9pp | 73.15%-52.7pp |
| Employer contribution / active EE | $1,181 | $2,471-52.2% | $3,680-67.9% | $2,343-49.6% |
| Participant deferral / active EE | $1,903 | $2,854-33.3% | $3,897-51.2% | $3,332-42.9% |
| Admin fee / account holder | $828 | $3,841-78.4% | $5,194-84.0% | $4,645-82.2% |