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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 | $9,059 | $24,618-63.2% | $71,585-87.3% | $82,637-89.0% |
| Participation rate | 66.7% | 68.2%-1.5pp | 68.2%-1.5pp | 68.1%-1.4pp |
| Annual return | 14.81% | 93.17%-78.4pp | 59.26%-44.4pp | 53.51%-38.7pp |
| Employer contribution / active EE | $794 | $852-6.8% | $1,669-52.4% | $2,552-68.9% |
| Participant deferral / active EE | $1,315 | $1,720-23.5% | $2,923-55.0% | $4,126-68.1% |
| Admin fee / account holder | $1,171 | $3,285-64.3% | $4,712-75.1% | $7,339-84.0% |