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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 | $20,092 | $49,897-59.7% | $80,648-75.1% | $75,177-73.3% |
| Participation rate | 41.2% | 55.3%-14.2pp | 67.0%-25.8pp | 67.2%-26.0pp |
| Annual return | 17.26% | 34.68%-17.4pp | 937.21%-919.9pp | 160.75%-143.5pp |
| Employer contribution / active EE | $1,125 | $1,699-33.8% | $2,724-58.7% | $2,671-57.9% |
| Participant deferral / active EE | $2,550 | $2,992-14.8% | $4,443-42.6% | $4,126-38.2% |
| Admin fee / account holder | $2,150 | $3,579-39.9% | $5,382-60.1% | $5,651-62.0% |