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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 | $32,274 | $103,000-68.7% | $90,300-64.3% | $152,885-78.9% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.5%-32.5pp |
| Annual return | 26.00% | 95.19%-69.2pp | 78.11%-52.1pp | 345.39%-319.4pp |
| Employer contribution / active EE | $1,523 | $3,138-51.5% | $2,854-46.6% | $4,763-68.0% |
| Participant deferral / active EE | $2,904 | $4,281-32.2% | $3,884-25.3% | $5,851-50.4% |
| Admin fee / account holder | $1,059 | $6,173-82.8% | $5,353-80.2% | $11,598-90.9% |