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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 | $23,684 | $63,346-62.6% | $92,240-74.3% | $70,126-66.2% |
| Participation rate | 43.8% | 68.7%-24.9pp | 76.5%-32.7pp | 69.5%-25.8pp |
| Annual return | 30.77% | 530.19%-499.4pp | 176.29%-145.5pp | 73.15%-42.4pp |
| Employer contribution / active EE | $1,430 | $2,471-42.2% | $3,680-61.1% | $2,343-39.0% |
| Participant deferral / active EE | $2,397 | $2,854-16.0% | $3,897-38.5% | $3,332-28.0% |
| Admin fee / account holder | $2,229 | $3,841-42.0% | $5,194-57.1% | $4,645-52.0% |