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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 | $24,334 | $49,896-51.2% | $80,627-69.8% | $75,173-67.6% |
| Participation rate | 44.4% | 55.3%-10.9pp | 67.0%-22.6pp | 67.2%-22.8pp |
| Annual return | 15.87% | 34.67%-18.8pp | 936.76%-920.9pp | 160.72%-144.9pp |
| Employer contribution / active EE | $976 | $1,699-42.6% | $2,723-64.2% | $2,671-63.5% |
| Participant deferral / active EE | $1,834 | $2,992-38.7% | $4,443-58.7% | $4,126-55.6% |
| Admin fee / account holder | $1,796 | $3,578-49.8% | $5,381-66.6% | $5,651-68.2% |