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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 | $22,773 | $99,921-77.2% | $85,009-73.2% | $145,959-84.4% |
| Participation rate | 56.5% | 74.1%-17.6pp | 67.5%-11.0pp | 80.3%-23.8pp |
| Annual return | 16.55% | 83.89%-67.3pp | 66.47%-49.9pp | 561.95%-545.4pp |
| Employer contribution / active EE | $614 | $3,233-81.0% | $2,728-77.5% | $4,661-86.8% |
| Participant deferral / active EE | $2,016 | $5,293-61.9% | $4,522-55.4% | $6,689-69.9% |
| Admin fee / account holder | $1,594 | $7,252-78.0% | $6,153-74.1% | $13,398-88.1% |