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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 | $29,670-14.3% | $56,054-54.6% | $80,911-68.6% |
| Participation rate | 50.0% | 41.7%+8.3pp | 52.5%-2.5pp | 67.6%-17.6pp |
| Annual return | 13.19% | 35.24%-22.0pp | 1705.95%-1692.8pp | 35.63%-22.4pp |
| Employer contribution / active EE | $1,454 | $670+117.1% | $1,039+40.0% | $2,756-47.2% |
| Participant deferral / active EE | $2,483 | $1,227+102.4% | $1,952+27.2% | $4,297-42.2% |
| Admin fee / account holder | $2,116 | $2,431-13.0% | $2,822-25.0% | $6,935-69.5% |