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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 | $17,435 | $100,203-82.6% | $85,240-79.5% | $145,897-88.1% |
| Participation rate | 60.0% | 74.1%-14.1pp | 67.5%-7.5pp | 80.3%-20.3pp |
| Annual return | 9.35% | 84.28%-74.9pp | 66.75%-57.4pp | 552.29%-542.9pp |
| Employer contribution / active EE | $1,185 | $3,242-63.5% | $2,735-56.7% | $4,663-74.6% |
| Participant deferral / active EE | $2,621 | $5,299-50.5% | $4,527-42.1% | $6,689-60.8% |
| Admin fee / account holder | $1,310 | $7,265-82.0% | $6,165-78.8% | $13,390-90.2% |