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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 | $10,914 | $53,063-79.4% | $124,206-91.2% | $82,637-86.8% |
| Participation rate | 48.3% | 58.4%-10.1pp | 69.6%-21.3pp | 68.1%-19.8pp |
| Annual return | 20.53% | 68.87%-48.3pp | 515.27%-494.7pp | 53.51%-33.0pp |
| Employer contribution / active EE | $1,086 | $1,530-29.0% | $3,540-69.3% | $2,552-57.5% |
| Participant deferral / active EE | $2,379 | $2,644-10.0% | $3,968-40.0% | $4,126-42.3% |
| Admin fee / account holder | $1,712 | $4,281-60.0% | $5,929-71.1% | $7,339-76.7% |