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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 | $25,340 | $58,311-56.5% | $81,882-69.1% | $80,959-68.7% |
| Participation rate | 50.9% | 63.5%-12.6pp | 72.4%-21.5pp | 67.7%-16.8pp |
| Annual return | 15.16% | 41.85%-26.7pp | 779.47%-764.3pp | 35.67%-20.5pp |
| Employer contribution / active EE | $1,029 | $2,347-56.2% | $2,916-64.7% | $2,757-62.7% |
| Participant deferral / active EE | $2,458 | $3,287-25.2% | $4,323-43.1% | $4,300-42.8% |
| Admin fee / account holder | $714 | $4,752-85.0% | $7,360-90.3% | $6,925-89.7% |