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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 | $26,569 | $58,241-54.4% | $81,780-67.5% | $80,911-67.2% |
| Participation rate | 50.7% | 63.4%-12.7pp | 72.4%-21.6pp | 67.6%-16.9pp |
| Annual return | 13.34% | 41.73%-28.4pp | 776.27%-762.9pp | 35.63%-22.3pp |
| Employer contribution / active EE | $2,023 | $2,343-13.7% | $2,914-30.6% | $2,756-26.6% |
| Participant deferral / active EE | $3,373 | $3,283+2.7% | $4,321-21.9% | $4,297-21.5% |
| Admin fee / account holder | $764 | $4,973-84.6% | $7,384-89.7% | $6,935-89.0% |