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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 | $25,284 | $100,073-74.7% | $85,126-70.3% | $145,877-82.7% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 13.88% | 84.11%-70.2pp | 66.63%-52.8pp | 551.28%-537.4pp |
| Employer contribution / active EE | $1,606 | $3,236-50.4% | $2,731-41.2% | $4,663-65.6% |
| Participant deferral / active EE | $2,060 | $5,294-61.1% | $4,523-54.5% | $6,691-69.2% |
| Admin fee / account holder | $599 | $7,261-91.8% | $6,160-90.3% | $13,402-95.5% |