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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 | $21,361 | $63,346-66.3% | $92,240-76.8% | $70,126-69.5% |
| Participation rate | 59.5% | 68.7%-9.2pp | 76.5%-17.0pp | 69.5%-10.1pp |
| Annual return | 22.28% | 530.19%-507.9pp | 176.29%-154.0pp | 73.15%-50.9pp |
| Employer contribution / active EE | $1,578 | $2,471-36.2% | $3,680-57.1% | $2,343-32.7% |
| Participant deferral / active EE | $2,815 | $2,854-1.4% | $3,897-27.8% | $3,332-15.5% |
| Admin fee / account holder | $937 | $3,841-75.6% | $5,194-82.0% | $4,645-79.8% |