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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 | $22,580 | $63,346-64.4% | $92,240-75.5% | $70,126-67.8% |
| Participation rate | 49.1% | 68.7%-19.6pp | 76.5%-27.4pp | 69.5%-20.5pp |
| Annual return | 23.18% | 530.19%-507.0pp | 176.29%-153.1pp | 73.15%-50.0pp |
| Employer contribution / active EE | $1,406 | $2,471-43.1% | $3,680-61.8% | $2,343-40.0% |
| Participant deferral / active EE | $2,271 | $2,854-20.4% | $3,897-41.7% | $3,332-31.8% |
| Admin fee / account holder | $1,087 | $3,841-71.7% | $5,194-79.1% | $4,645-76.6% |