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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 | $19,572 | $54,679-64.2% | $76,119-74.3% | $74,459-73.7% |
| Participation rate | 41.0% | 60.3%-19.3pp | 69.1%-28.0pp | 67.2%-26.2pp |
| Annual return | 17.90% | 31.90%-14.0pp | 361.25%-343.3pp | 1369.70%-1351.8pp |
| Employer contribution / active EE | $1,255 | $1,781-29.6% | $2,693-53.4% | $2,626-52.2% |
| Participant deferral / active EE | $2,628 | $3,072-14.5% | $4,259-38.3% | $4,350-39.6% |
| Admin fee / account holder | $1,079 | $2,238-51.8% | $6,421-83.2% | $1,945-44.5% |