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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 | $19,788 | $109,904-82.0% | $97,167-79.6% | $145,959-86.4% |
| Participation rate | 52.9% | 75.9%-23.0pp | 72.7%-19.7pp | 80.3%-27.3pp |
| Annual return | 11.76% | 243.43%-231.7pp | 75.27%-63.5pp | 561.95%-550.2pp |
| Employer contribution / active EE | $1,958 | $3,084-36.5% | $2,729-28.3% | $4,661-58.0% |
| Participant deferral / active EE | $4,351 | $4,676-6.9% | $4,264+2.1% | $6,689-34.9% |
| Admin fee / account holder | $312 | $6,216-95.0% | $5,650-94.5% | $13,398-97.7% |