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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 | $100,203-33.5% | $85,240-21.8% | $145,897-54.3% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 10.22% | 84.28%-74.1pp | 66.75%-56.5pp | 552.29%-542.1pp |
| Employer contribution / active EE | $1,195 | $3,242-63.2% | $2,735-56.3% | $4,663-74.4% |
| Participant deferral / active EE | $8,245 | $5,299+55.6% | $4,527+82.1% | $6,689+23.3% |
| Admin fee / account holder | $738 | $7,265-89.8% | $6,165-88.0% | $13,390-94.5% |