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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 | $22,404 | $49,897-55.1% | $80,648-72.2% | $75,177-70.2% |
| Participation rate | 48.7% | 55.3%-6.6pp | 67.0%-18.3pp | 67.2%-18.5pp |
| Annual return | 24.82% | 34.68%-9.9pp | 937.21%-912.4pp | 160.75%-135.9pp |
| Employer contribution / active EE | $1,353 | $1,699-20.3% | $2,724-50.3% | $2,671-49.3% |
| Participant deferral / active EE | $2,389 | $2,992-20.2% | $4,443-46.2% | $4,126-42.1% |
| Admin fee / account holder | $341 | $3,579-90.5% | $5,382-93.7% | $5,651-94.0% |