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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 | $26,335 | $60,128-56.2% | $90,440-70.9% | $79,852-67.0% |
| Participation rate | 58.3% | 65.0%-6.7pp | 72.7%-14.4pp | 69.6%-11.3pp |
| Annual return | 24.61% | 71.95%-47.3pp | 1294.38%-1269.8pp | 31.72%-7.1pp |
| Employer contribution / active EE | $1,638 | $2,068-20.8% | $3,263-49.8% | $2,471-33.7% |
| Participant deferral / active EE | $2,996 | $2,939+2.0% | $3,964-24.4% | $3,740-19.9% |
| Admin fee / account holder | $1,440 | $3,977-63.8% | $5,615-74.4% | $5,306-72.9% |