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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 | $27,281 | $49,199-44.5% | $121,204-77.5% | $75,173-63.7% |
| Participation rate | 45.5% | 55.4%-10.0pp | 69.5%-24.1pp | 67.2%-21.7pp |
| Annual return | 23.26% | 56.04%-32.8pp | 987.18%-963.9pp | 160.72%-137.5pp |
| Employer contribution / active EE | $1,187 | $1,547-23.3% | $4,170-71.5% | $2,671-55.6% |
| Participant deferral / active EE | $2,290 | $2,630-12.9% | $4,083-43.9% | $4,126-44.5% |
| Admin fee / account holder | $2,286 | $3,946-42.1% | $5,651-59.5% | $5,651-59.5% |