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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 | $26,313 | $100,203-73.7% | $85,240-69.1% | $145,897-82.0% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 14.06% | 84.28%-70.2pp | 66.75%-52.7pp | 552.29%-538.2pp |
| Employer contribution / active EE | $463 | $3,242-85.7% | $2,735-83.1% | $4,663-90.1% |
| Participant deferral / active EE | $957 | $5,299-81.9% | $4,527-78.9% | $6,689-85.7% |
| Admin fee / account holder | $336 | $7,265-95.4% | $6,165-94.5% | $13,390-97.5% |