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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 | $28,826 | $49,897-42.2% | $80,648-64.3% | $75,177-61.7% |
| Participation rate | 19.2% | 55.3%-36.1pp | 67.0%-47.8pp | 67.2%-48.0pp |
| Annual return | 21.71% | 34.68%-13.0pp | 937.21%-915.5pp | 160.75%-139.0pp |
| Employer contribution / active EE | $880 | $1,699-48.2% | $2,724-67.7% | $2,671-67.1% |
| Participant deferral / active EE | $1,712 | $2,992-42.8% | $4,443-61.5% | $4,126-58.5% |
| Admin fee / account holder | $1,055 | $3,579-70.5% | $5,382-80.4% | $5,651-81.3% |