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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 | $27,527 | $41,150-33.1% | $80,627-65.9% | $71,511-61.5% |
| Participation rate | 19.4% | 50.3%-30.9pp | 67.0%-47.6pp | 67.9%-48.5pp |
| Annual return | 15.49% | 38.48%-23.0pp | 936.76%-921.3pp | 28.86%-13.4pp |
| Employer contribution / active EE | $820 | $1,515-45.9% | $2,723-69.9% | $2,589-68.3% |
| Participant deferral / active EE | $2,463 | $2,701-8.8% | $4,443-44.6% | $4,291-42.6% |
| Admin fee / account holder | $10,097 | $1,841+448.4% | $5,381+87.7% | $1,588+535.6% |