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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 | $25,497 | $63,346-59.7% | $92,240-72.4% | $70,126-63.6% |
| Participation rate | 43.1% | 68.7%-25.5pp | 76.5%-33.3pp | 69.5%-26.4pp |
| Annual return | 17.51% | 530.19%-512.7pp | 176.29%-158.8pp | 73.15%-55.6pp |
| Employer contribution / active EE | $1,386 | $2,471-43.9% | $3,680-62.3% | $2,343-40.8% |
| Participant deferral / active EE | $1,772 | $2,854-37.9% | $3,897-54.5% | $3,332-46.8% |
| Admin fee / account holder | $358 | $3,841-90.7% | $5,194-93.1% | $4,645-92.3% |