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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 | $19,474 | $99,995-80.5% | $85,063-77.1% | $145,978-86.7% |
| Participation rate | 26.7% | 74.1%-47.4pp | 67.5%-40.8pp | 80.3%-53.6pp |
| Annual return | 18.63% | 83.99%-65.4pp | 66.54%-47.9pp | 550.52%-531.9pp |
| Employer contribution / active EE | $744 | $3,231-77.0% | $2,727-72.7% | $4,662-84.1% |
| Participant deferral / active EE | $2,003 | $5,295-62.2% | $4,523-55.7% | $6,690-70.1% |
| Admin fee / account holder | $3,356 | $7,255-53.7% | $6,155-45.5% | $13,400-75.0% |