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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 | $19,991 | $118,877-83.2% | $96,570-79.3% | $167,536-88.1% |
| Participation rate | 63.2% | 75.5%-12.3pp | 69.8%-6.7pp | 82.1%-19.0pp |
| Annual return | 21.71% | 50.50%-28.8pp | 37.79%-16.1pp | 478.82%-457.1pp |
| Employer contribution / active EE | $1,973 | $3,121-36.8% | $2,357-16.3% | $4,839-59.2% |
| Participant deferral / active EE | $11,007 | $4,617+138.4% | $3,849+186.0% | $6,342+73.6% |
| Admin fee / account holder | $2,726 | $8,069-66.2% | $6,182-55.9% | $12,315-77.9% |