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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 | $38,881 | $103,008-62.3% | $90,304-56.9% | $152,897-74.6% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.5%-15.8pp |
| Annual return | 26.16% | 95.22%-69.1pp | 78.13%-52.0pp | 345.43%-319.3pp |
| Employer contribution / active EE | $1,418 | $3,139-54.8% | $2,855-50.3% | $4,764-70.2% |
| Participant deferral / active EE | $2,606 | $4,281-39.1% | $3,885-32.9% | $5,851-55.5% |
| Admin fee / account holder | $1,277 | $6,175-79.3% | $5,354-76.2% | $11,599-89.0% |