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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 | $28,371 | $47,479-40.2% | $62,929-54.9% | $82,448-65.6% |
| Participation rate | 64.0% | 66.9%-2.9pp | 73.1%-9.1pp | 68.1%-4.1pp |
| Annual return | 17.52% | 20.34%-2.8pp | 1063.93%-1046.4pp | 41.64%-24.1pp |
| Employer contribution / active EE | $645 | $1,885-65.8% | $2,505-74.2% | $2,551-74.7% |
| Participant deferral / active EE | $1,926 | $2,870-32.9% | $3,888-50.5% | $4,139-53.5% |
| Admin fee / account holder | $1,662 | $3,804-56.3% | $5,065-67.2% | $7,234-77.0% |