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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 | $19,905 | $52,353-62.0% | $120,225-83.4% | $82,448-75.9% |
| Participation rate | 57.1% | 58.3%-1.2pp | 69.6%-12.4pp | 68.1%-10.9pp |
| Annual return | 15.74% | 61.85%-46.1pp | 439.23%-423.5pp | 41.64%-25.9pp |
| Employer contribution / active EE | $835 | $1,510-44.7% | $3,475-76.0% | $2,551-67.3% |
| Participant deferral / active EE | $1,954 | $2,627-25.6% | $3,999-51.1% | $4,139-52.8% |
| Admin fee / account holder | $321 | $4,363-92.6% | $5,696-94.4% | $7,234-95.6% |