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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 | $20,326 | $100,139-79.7% | $85,187-76.1% | $145,884-86.1% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 14.94% | 84.15%-69.2pp | 66.67%-51.7pp | 551.85%-536.9pp |
| Employer contribution / active EE | $1,273 | $3,238-60.7% | $2,732-53.4% | $4,662-72.7% |
| Participant deferral / active EE | $3,800 | $5,296-28.2% | $4,525-16.0% | $6,690-43.2% |
| Admin fee / account holder | $325 | $7,262-95.5% | $6,162-94.7% | $13,392-97.6% |