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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 | $53,063-68.5% | $124,206-86.5% | $82,637-79.8% |
| Participation rate | 63.0% | 58.4%+4.6pp | 69.6%-6.6pp | 68.1%-5.1pp |
| Annual return | 20.24% | 68.87%-48.6pp | 515.27%-495.0pp | 53.51%-33.3pp |
| Employer contribution / active EE | $1,510 | $1,530-1.3% | $3,540-57.3% | $2,552-40.8% |
| Participant deferral / active EE | $2,271 | $2,644-14.1% | $3,968-42.8% | $4,126-45.0% |
| Admin fee / account holder | $1,365 | $4,281-68.1% | $5,929-77.0% | $7,339-81.4% |