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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 | $21,954 | $96,678-77.3% | $86,640-74.7% | $139,466-84.3% |
| Participation rate | 52.6% | 74.4%-21.8pp | 71.7%-19.1pp | 80.3%-27.7pp |
| Annual return | 18.94% | 106.69%-87.7pp | 592.52%-573.6pp | 373.66%-354.7pp |
| Employer contribution / active EE | $1,409 | $3,265-56.8% | $3,024-53.4% | $4,754-70.4% |
| Participant deferral / active EE | $2,879 | $4,837-40.5% | $4,438-35.1% | $6,712-57.1% |
| Admin fee / account holder | $468 | $6,410-92.7% | $5,616-91.7% | $11,409-95.9% |