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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 | $24,850 | $102,429-75.7% | $147,096-83.1% | $80,925-69.3% |
| Participation rate | 23.9% | 75.9%-51.9pp | 82.2%-58.3pp | 67.7%-43.7pp |
| Annual return | 29.96% | 135.02%-105.1pp | 419.75%-389.8pp | 35.65%-5.7pp |
| Employer contribution / active EE | $1,532 | $3,716-58.8% | $4,936-69.0% | $2,756-44.4% |
| Participant deferral / active EE | $2,814 | $6,649-57.7% | $8,071-65.1% | $4,299-34.5% |
| Admin fee / account holder | $1,073 | $7,957-86.5% | $13,005-91.7% | $6,940-84.5% |