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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 | $19,252 | $60,128-68.0% | $90,440-78.7% | $79,852-75.9% |
| Participation rate | 55.8% | 65.0%-9.2pp | 72.7%-16.9pp | 69.6%-13.8pp |
| Annual return | 24.36% | 71.95%-47.6pp | 1294.38%-1270.0pp | 31.72%-7.4pp |
| Employer contribution / active EE | $1,096 | $2,068-47.0% | $3,263-66.4% | $2,471-55.6% |
| Participant deferral / active EE | $3,262 | $2,939+11.0% | $3,964-17.7% | $3,740-12.8% |
| Admin fee / account holder | $2,955 | $3,977-25.7% | $5,615-47.4% | $5,306-44.3% |