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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 | $100,073-57.8% | $85,126-50.4% | $145,877-71.1% |
| Participation rate | 60.0% | 74.1%-14.1pp | 67.5%-7.5pp | 80.3%-20.3pp |
| Annual return | 19.42% | 84.11%-64.7pp | 66.63%-47.2pp | 551.28%-531.9pp |
| Employer contribution / active EE | $1,906 | $3,236-41.1% | $2,731-30.2% | $4,663-59.1% |
| Participant deferral / active EE | $6,500 | $5,294+22.8% | $4,523+43.7% | $6,691-2.9% |
| Admin fee / account holder | $628 | $7,261-91.4% | $6,160-89.8% | $13,402-95.3% |