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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 | $25,740 | $103,000-75.0% | $90,300-71.5% | $152,885-83.2% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.5%-32.5pp |
| Annual return | 18.37% | 95.19%-76.8pp | 78.11%-59.7pp | 345.39%-327.0pp |
| Employer contribution / active EE | $883 | $3,138-71.9% | $2,854-69.1% | $4,763-81.5% |
| Participant deferral / active EE | $4,603 | $4,281+7.5% | $3,884+18.5% | $5,851-21.3% |
| Admin fee / account holder | $1,461 | $6,173-76.3% | $5,353-72.7% | $11,598-87.4% |