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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 | $16,086 | $100,203-83.9% | $85,240-81.1% | $145,897-89.0% |
| Participation rate | 34.8% | 74.1%-39.3pp | 67.5%-32.7pp | 80.3%-45.5pp |
| Annual return | 14.39% | 84.28%-69.9pp | 66.75%-52.4pp | 552.29%-537.9pp |
| Employer contribution / active EE | $851 | $3,242-73.8% | $2,735-68.9% | $4,663-81.8% |
| Participant deferral / active EE | $1,358 | $5,299-74.4% | $4,527-70.0% | $6,689-79.7% |
| Admin fee / account holder | $2,197 | $7,265-69.8% | $6,165-64.4% | $13,390-83.6% |