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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 | $42,189 | $100,203-57.9% | $85,240-50.5% | $145,897-71.1% |
| Participation rate | 60.0% | 74.1%-14.1pp | 67.5%-7.5pp | 80.3%-20.3pp |
| Annual return | 19.42% | 84.28%-64.9pp | 66.75%-47.3pp | 552.29%-532.9pp |
| Employer contribution / active EE | $1,906 | $3,242-41.2% | $2,735-30.3% | $4,663-59.1% |
| Participant deferral / active EE | $6,500 | $5,299+22.7% | $4,527+43.6% | $6,689-2.8% |
| Admin fee / account holder | $628 | $7,265-91.4% | $6,165-89.8% | $13,390-95.3% |