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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 | $20,819 | $100,203-79.2% | $85,240-75.6% | $145,897-85.7% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 13.39% | 84.28%-70.9pp | 66.75%-53.4pp | 552.29%-538.9pp |
| Employer contribution / active EE | $2,184 | $3,242-32.6% | $2,735-20.1% | $4,663-53.2% |
| Participant deferral / active EE | $3,929 | $5,299-25.8% | $4,527-13.2% | $6,689-41.3% |
| Admin fee / account holder | $656 | $7,265-91.0% | $6,165-89.4% | $13,390-95.1% |