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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 | $21,324 | $49,896-57.3% | $80,627-73.6% | $75,173-71.6% |
| Participation rate | 31.7% | 55.3%-23.6pp | 67.0%-35.3pp | 67.2%-35.5pp |
| Annual return | 18.58% | 34.67%-16.1pp | 936.76%-918.2pp | 160.72%-142.1pp |
| Employer contribution / active EE | $1,049 | $1,699-38.3% | $2,723-61.5% | $2,671-60.7% |
| Participant deferral / active EE | $1,973 | $2,992-34.0% | $4,443-55.6% | $4,126-52.2% |
| Admin fee / account holder | $2,422 | $3,578-32.3% | $5,381-55.0% | $5,651-57.1% |