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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 | $21,835 | $100,203-78.2% | $85,240-74.4% | $145,897-85.0% |
| Participation rate | 58.8% | 74.1%-15.3pp | 67.5%-8.7pp | 80.3%-21.5pp |
| Annual return | 14.24% | 84.28%-70.0pp | 66.75%-52.5pp | 552.29%-538.0pp |
| Employer contribution / active EE | $1,094 | $3,242-66.3% | $2,735-60.0% | $4,663-76.5% |
| Participant deferral / active EE | $2,647 | $5,299-50.0% | $4,527-41.5% | $6,689-60.4% |
| Admin fee / account holder | $328 | $7,265-95.5% | $6,165-94.7% | $13,390-97.6% |