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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 | $66,625 | $100,073-33.4% | $85,126-21.7% | $145,877-54.3% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 10.22% | 84.11%-73.9pp | 66.63%-56.4pp | 551.28%-541.1pp |
| Employer contribution / active EE | $1,195 | $3,236-63.1% | $2,731-56.3% | $4,663-74.4% |
| Participant deferral / active EE | $8,245 | $5,294+55.7% | $4,523+82.3% | $6,691+23.2% |
| Admin fee / account holder | $738 | $7,261-89.8% | $6,160-88.0% | $13,402-94.5% |