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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 | $100,139-79.2% | $85,187-75.5% | $145,884-85.7% |
| Participation rate | 52.2% | 74.1%-21.9pp | 67.5%-15.3pp | 80.3%-28.1pp |
| Annual return | 62.31% | 84.15%-21.8pp | 66.67%-4.4pp | 551.85%-489.5pp |
| Employer contribution / active EE | $1,806 | $3,238-44.2% | $2,732-33.9% | $4,662-61.3% |
| Participant deferral / active EE | $3,334 | $5,296-37.0% | $4,525-26.3% | $6,690-50.2% |
| Admin fee / account holder | $599 | $7,262-91.7% | $6,162-90.3% | $13,392-95.5% |