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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 | $19,461 | $110,039-82.3% | $97,260-80.0% | $145,884-86.7% |
| Participation rate | 33.3% | 75.9%-42.6pp | 72.7%-39.3pp | 80.3%-47.0pp |
| Annual return | 9.07% | 244.44%-235.4pp | 75.54%-66.5pp | 551.85%-542.8pp |
| Employer contribution / active EE | $570 | $3,074-81.5% | $2,721-79.1% | $4,662-87.8% |
| Participant deferral / active EE | $4,000 | $4,674-14.4% | $4,262-6.1% | $6,690-40.2% |
| Admin fee / account holder | $7,739 | $6,204+24.7% | $5,640+37.2% | $13,392-42.2% |