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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 | $26,416 | $58,241-54.6% | $81,780-67.7% | $80,911-67.4% |
| Participation rate | 48.5% | 63.4%-15.0pp | 72.4%-23.9pp | 67.6%-19.2pp |
| Annual return | 12.29% | 41.73%-29.4pp | 776.27%-764.0pp | 35.63%-23.3pp |
| Employer contribution / active EE | $2,005 | $2,343-14.4% | $2,914-31.2% | $2,756-27.2% |
| Participant deferral / active EE | $2,412 | $3,283-26.5% | $4,321-44.2% | $4,297-43.9% |
| Admin fee / account holder | $1,213 | $4,973-75.6% | $7,384-83.6% | $6,935-82.5% |