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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 | $24,999 | $95,580-73.8% | $76,872-67.5% | $139,466-82.1% |
| Participation rate | 37.5% | 74.0%-36.5pp | 69.6%-32.1pp | 80.3%-42.8pp |
| Annual return | 14.69% | 55.00%-40.3pp | 37.90%-23.2pp | 373.66%-359.0pp |
| Employer contribution / active EE | $1,740 | $3,145-44.7% | $2,533-31.3% | $4,754-63.4% |
| Participant deferral / active EE | $2,643 | $4,623-42.8% | $3,832-31.0% | $6,712-60.6% |
| Admin fee / account holder | $987 | $8,302-88.1% | $5,476-82.0% | $11,409-91.3% |