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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 | $25,065 | $108,882-77.0% | $96,754-74.1% | $154,746-83.8% |
| Participation rate | 60.0% | 75.1%-15.1pp | 70.3%-10.3pp | 80.7%-20.7pp |
| Annual return | 70.64% | 98.39%-27.7pp | 82.04%-11.4pp | 172.34%-101.7pp |
| Employer contribution / active EE | $1,219 | $3,018-59.6% | $2,679-54.5% | $4,379-72.2% |
| Participant deferral / active EE | $2,400 | $5,323-54.9% | $4,758-49.6% | $6,730-64.3% |
| Admin fee / account holder | $1,907 | $10,200-81.3% | $8,905-78.6% | $14,365-86.7% |