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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 | $16,731 | $52,353-68.0% | $120,225-86.1% | $82,448-79.7% |
| Participation rate | 63.0% | 58.3%+4.6pp | 69.6%-6.6pp | 68.1%-5.1pp |
| Annual return | 20.24% | 61.85%-41.6pp | 439.23%-419.0pp | 41.64%-21.4pp |
| Employer contribution / active EE | $1,510 | $1,5100% | $3,475-56.6% | $2,551-40.8% |
| Participant deferral / active EE | $2,271 | $2,627-13.5% | $3,999-43.2% | $4,139-45.1% |
| Admin fee / account holder | $1,365 | $4,363-68.7% | $5,696-76.0% | $7,234-81.1% |