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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 | $18,511 | $60,128-69.2% | $90,440-79.5% | $79,852-76.8% |
| Participation rate | 45.7% | 65.0%-19.3pp | 72.7%-27.0pp | 69.6%-23.9pp |
| Annual return | 28.88% | 71.95%-43.1pp | 1294.38%-1265.5pp | 31.72%-2.8pp |
| Employer contribution / active EE | $1,330 | $2,068-35.7% | $3,263-59.2% | $2,471-46.2% |
| Participant deferral / active EE | $1,596 | $2,939-45.7% | $3,964-59.7% | $3,740-57.3% |
| Admin fee / account holder | $896 | $3,977-77.5% | $5,615-84.0% | $5,306-83.1% |