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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 | $23,436 | $100,139-76.6% | $85,187-72.5% | $145,884-83.9% |
| Participation rate | 26.7% | 74.1%-47.4pp | 67.5%-40.9pp | 80.3%-53.6pp |
| Annual return | 42.64% | 84.15%-41.5pp | 66.67%-24.0pp | 551.85%-509.2pp |
| Employer contribution / active EE | $1,294 | $3,238-60.1% | $2,732-52.7% | $4,662-72.3% |
| Participant deferral / active EE | $1,567 | $5,296-70.4% | $4,525-65.4% | $6,690-76.6% |
| Admin fee / account holder | $2,672 | $7,262-63.2% | $6,162-56.6% | $13,392-80.0% |