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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 | $56,116-64.5% | $135,768-85.3% | $86,983-77.1% |
| Participation rate | 57.1% | 60.1%-3.0pp | 71.1%-13.9pp | 69.5%-12.4pp |
| Annual return | 15.74% | 125.33%-109.6pp | 526.10%-510.4pp | 25.83%-10.1pp |
| Employer contribution / active EE | $835 | $1,528-45.4% | $3,394-75.4% | $2,584-67.7% |
| Participant deferral / active EE | $1,954 | $2,690-27.4% | $3,977-50.9% | $4,194-53.4% |
| Admin fee / account holder | $321 | $4,314-92.5% | $7,048-95.4% | $7,856-95.9% |