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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 | $25,429 | $29,736-14.5% | $56,033-54.6% | $80,935-68.6% |
| Participation rate | 50.0% | 41.7%+8.3pp | 52.5%-2.5pp | 67.7%-17.7pp |
| Annual return | 13.19% | 35.28%-22.1pp | 1711.38%-1698.2pp | 35.66%-22.5pp |
| Employer contribution / active EE | $1,454 | $671+116.6% | $1,041+39.7% | $2,757-47.2% |
| Participant deferral / active EE | $2,483 | $1,228+102.2% | $1,954+27.1% | $4,299-42.2% |
| Admin fee / account holder | $2,116 | $2,434-13.1% | $2,827-25.2% | $6,924-69.4% |