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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 | $18,235 | $61,125-70.2% | $94,057-80.6% | $87,485-79.2% |
| Participation rate | 57.1% | 64.1%-6.9pp | 73.3%-16.2pp | 68.9%-11.8pp |
| Annual return | 18.31% | 35.20%-16.9pp | 480.62%-462.3pp | 26.06%-7.8pp |
| Employer contribution / active EE | $1,069 | $2,136-50.0% | $2,933-63.6% | $2,596-58.8% |
| Participant deferral / active EE | $2,135 | $3,260-34.5% | $4,709-54.7% | $4,274-50.0% |
| Admin fee / account holder | $1,674 | $5,629-70.3% | $7,244-76.9% | $7,775-78.5% |