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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 | $22,223 | $111,787-80.1% | $93,681-76.3% | $145,978-84.8% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 8.47% | 203.52%-195.0pp | 133.47%-125.0pp | 550.52%-542.0pp |
| Employer contribution / active EE | $631 | $3,093-79.6% | $2,422-73.9% | $4,662-86.5% |
| Participant deferral / active EE | $1,484 | $4,918-69.8% | $4,415-66.4% | $6,690-77.8% |
| Admin fee / account holder | $635 | $10,256-93.8% | $8,290-92.3% | $13,400-95.3% |