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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 | $15,596 | $52,353-70.2% | $120,225-87.0% | $82,448-81.1% |
| Participation rate | 64.3% | 58.3%+6.0pp | 69.6%-5.3pp | 68.1%-3.8pp |
| Annual return | 20.39% | 61.85%-41.5pp | 439.23%-418.8pp | 41.64%-21.2pp |
| Employer contribution / active EE | $1,030 | $1,510-31.8% | $3,475-70.4% | $2,551-59.6% |
| Participant deferral / active EE | $2,197 | $2,627-16.4% | $3,999-45.1% | $4,139-46.9% |
| Admin fee / account holder | $611 | $4,363-86.0% | $5,696-89.3% | $7,234-91.6% |