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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 | $19,101 | $109,967-82.6% | $97,197-80.3% | $145,877-86.9% |
| Participation rate | 66.7% | 76.0%-9.3pp | 72.7%-6.0pp | 80.3%-13.6pp |
| Annual return | 17.90% | 244.27%-226.4pp | 75.47%-57.6pp | 551.28%-533.4pp |
| Employer contribution / active EE | $1,266 | $3,077-58.9% | $2,723-53.5% | $4,663-72.9% |
| Participant deferral / active EE | $2,892 | $4,676-38.2% | $4,263-32.2% | $6,691-56.8% |
| Admin fee / account holder | $645 | $6,199-89.6% | $5,637-88.6% | $13,402-95.2% |