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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 | $21,409 | $24,618-13.0% | $71,585-70.1% | $82,637-74.1% |
| Participation rate | 60.0% | 68.2%-8.2pp | 68.2%-8.2pp | 68.1%-8.1pp |
| Annual return | 21.42% | 93.17%-71.8pp | 59.26%-37.8pp | 53.51%-32.1pp |
| Employer contribution / active EE | $1,568 | $852+84.1% | $1,669-6.0% | $2,552-38.6% |
| Participant deferral / active EE | $2,573 | $1,720+49.6% | $2,923-12.0% | $4,126-37.6% |
| Admin fee / account holder | $1,400 | $3,285-57.4% | $4,712-70.3% | $7,339-80.9% |