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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 | $18,667 | $52,353-64.3% | $120,225-84.5% | $82,448-77.4% |
| Participation rate | 61.1% | 58.3%+2.8pp | 69.6%-8.5pp | 68.1%-7.0pp |
| Annual return | 20.03% | 61.85%-41.8pp | 439.23%-419.2pp | 41.64%-21.6pp |
| Employer contribution / active EE | $1,258 | $1,510-16.7% | $3,475-63.8% | $2,551-50.7% |
| Participant deferral / active EE | $2,354 | $2,627-10.4% | $3,999-41.1% | $4,139-43.1% |
| Admin fee / account holder | $1,916 | $4,363-56.1% | $5,696-66.4% | $7,234-73.5% |