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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 | $30,644 | $103,008-70.3% | $90,304-66.1% | $152,897-80.0% |
| Participation rate | 68.4% | 75.9%-7.4pp | 73.3%-4.9pp | 82.5%-14.0pp |
| Annual return | 17.61% | 95.22%-77.6pp | 78.13%-60.5pp | 345.43%-327.8pp |
| Employer contribution / active EE | $257 | $3,139-91.8% | $2,855-91.0% | $4,764-94.6% |
| Participant deferral / active EE | $1,932 | $4,281-54.9% | $3,885-50.3% | $5,851-67.0% |
| Admin fee / account holder | $1,999 | $6,175-67.6% | $5,354-62.7% | $11,599-82.8% |