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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 | $24,393 | $53,063-54.0% | $124,206-80.4% | $82,637-70.5% |
| Participation rate | 43.6% | 58.4%-14.8pp | 69.6%-26.0pp | 68.1%-24.4pp |
| Annual return | 22.62% | 68.87%-46.3pp | 515.27%-492.6pp | 53.51%-30.9pp |
| Employer contribution / active EE | $1,126 | $1,530-26.4% | $3,540-68.2% | $2,552-55.9% |
| Participant deferral / active EE | $1,795 | $2,644-32.1% | $3,968-54.8% | $4,126-56.5% |
| Admin fee / account holder | $1,308 | $4,281-69.5% | $5,929-77.9% | $7,339-82.2% |