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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 | $27,907 | $53,063-47.4% | $124,206-77.5% | $82,637-66.2% |
| Participation rate | 56.5% | 58.4%-2.0pp | 69.6%-13.1pp | 68.1%-11.6pp |
| Annual return | 20.89% | 68.87%-48.0pp | 515.27%-494.4pp | 53.51%-32.6pp |
| Employer contribution / active EE | $2,161 | $1,530+41.2% | $3,540-39.0% | $2,552-15.3% |
| Participant deferral / active EE | $3,483 | $2,644+31.7% | $3,968-12.2% | $4,126-15.6% |
| Admin fee / account holder | $4,318 | $4,281+0.9% | $5,929-27.2% | $7,339-41.2% |