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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 | $20,874 | $100,203-79.2% | $85,240-75.5% | $145,897-85.7% |
| Participation rate | 52.2% | 74.1%-21.9pp | 67.5%-15.4pp | 80.3%-28.1pp |
| Annual return | 62.31% | 84.28%-22.0pp | 66.75%-4.4pp | 552.29%-490.0pp |
| Employer contribution / active EE | $1,806 | $3,242-44.3% | $2,735-34.0% | $4,663-61.3% |
| Participant deferral / active EE | $3,334 | $5,299-37.1% | $4,527-26.3% | $6,689-50.2% |
| Admin fee / account holder | $599 | $7,265-91.8% | $6,165-90.3% | $13,390-95.5% |