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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 | $19,616 | $100,203-80.4% | $85,240-77.0% | $145,897-86.6% |
| Participation rate | 53.3% | 74.1%-20.8pp | 67.5%-14.2pp | 80.3%-27.0pp |
| Annual return | 10.63% | 84.28%-73.6pp | 66.75%-56.1pp | 552.29%-541.7pp |
| Employer contribution / active EE | $630 | $3,242-80.6% | $2,735-77.0% | $4,663-86.5% |
| Participant deferral / active EE | $2,025 | $5,299-61.8% | $4,527-55.3% | $6,689-69.7% |
| Admin fee / account holder | $2,870 | $7,265-60.5% | $6,165-53.4% | $13,390-78.6% |