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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 | $4,545 | $24,618-81.5% | $71,585-93.7% | $82,637-94.5% |
| Participation rate | 66.2% | 68.2%-2.0pp | 68.2%-2.0pp | 68.1%-1.9pp |
| Annual return | 18.01% | 93.17%-75.2pp | 59.26%-41.3pp | 53.51%-35.5pp |
| Employer contribution / active EE | $936 | $852+9.9% | $1,669-43.9% | $2,552-63.3% |
| Participant deferral / active EE | $1,679 | $1,720-2.4% | $2,923-42.6% | $4,126-59.3% |
| Admin fee / account holder | $1,367 | $3,285-58.4% | $4,712-71.0% | $7,339-81.4% |