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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 | $23,568 | $100,139-76.5% | $85,187-72.3% | $145,884-83.8% |
| Participation rate | 60.0% | 74.1%-14.1pp | 67.5%-7.5pp | 80.3%-20.3pp |
| Annual return | 14.19% | 84.15%-70.0pp | 66.67%-52.5pp | 551.85%-537.7pp |
| Employer contribution / active EE | $1,602 | $3,238-50.5% | $2,732-41.4% | $4,662-65.6% |
| Participant deferral / active EE | $3,228 | $5,296-39.0% | $4,525-28.7% | $6,690-51.7% |
| Admin fee / account holder | $1,109 | $7,262-84.7% | $6,162-82.0% | $13,392-91.7% |