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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 | $27,879 | $60,305-53.8% | $81,780-65.9% | $74,400-62.5% |
| Participation rate | 36.8% | 62.9%-26.1pp | 72.4%-35.6pp | 67.2%-30.4pp |
| Annual return | 13.83% | 16.89%-3.1pp | 776.27%-762.4pp | 1367.51%-1353.7pp |
| Employer contribution / active EE | $1,250 | $2,623-52.4% | $2,914-57.1% | $2,624-52.4% |
| Participant deferral / active EE | $2,420 | $3,390-28.6% | $4,321-44.0% | $4,348-44.3% |
| Admin fee / account holder | $1,120 | $1,484-24.6% | $7,384-84.8% | $1,944-42.4% |