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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 | $28,000 | $52,961-47.1% | $172,752-83.8% | $65,185-57.0% |
| Participation rate | 49.1% | 66.2%-17.1pp | 82.6%-33.6pp | 70.2%-21.1pp |
| Annual return | 25.27% | 30.12%-4.9pp | 802.97%-777.7pp | 29.38%-4.1pp |
| Employer contribution / active EE | $1,355 | $2,190-38.1% | $5,144-73.7% | $2,177-37.8% |
| Participant deferral / active EE | $2,640 | $2,471+6.8% | $5,198-49.2% | $3,514-24.9% |
| Admin fee / account holder | $1,774 | $472+276.0% | $13,955-87.3% | $847+109.4% |