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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 | $22,824 | $54,690-58.3% | $76,030-70.0% | $74,478-69.4% |
| Participation rate | 35.4% | 60.3%-24.9pp | 69.1%-33.7pp | 67.2%-31.8pp |
| Annual return | 23.08% | 31.92%-8.8pp | 361.54%-338.5pp | 1370.56%-1347.5pp |
| Employer contribution / active EE | $951 | $1,781-46.6% | $2,688-64.6% | $2,626-63.8% |
| Participant deferral / active EE | $1,263 | $3,070-58.9% | $4,257-70.3% | $4,350-71.0% |
| Admin fee / account holder | $1,263 | $2,240-43.6% | $6,421-80.3% | $1,946-35.1% |