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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 | $18,331 | $103,008-82.2% | $90,304-79.7% | $152,897-88.0% |
| Participation rate | 40.0% | 75.9%-35.9pp | 73.3%-33.3pp | 82.5%-42.5pp |
| Annual return | 15.61% | 95.22%-79.6pp | 78.13%-62.5pp | 345.43%-329.8pp |
| Employer contribution / active EE | $757 | $3,139-75.9% | $2,855-73.5% | $4,764-84.1% |
| Participant deferral / active EE | $2,164 | $4,281-49.5% | $3,885-44.3% | $5,851-63.0% |
| Admin fee / account holder | $1,443 | $6,175-76.6% | $5,354-73.0% | $11,599-87.6% |