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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 | $28,291 | $58,275-51.5% | $81,844-65.4% | $80,935-65.0% |
| Participation rate | 45.5% | 63.5%-18.0pp | 72.4%-26.9pp | 67.7%-22.2pp |
| Annual return | 17.22% | 41.82%-24.6pp | 778.87%-761.7pp | 35.66%-18.4pp |
| Employer contribution / active EE | $1,058 | $2,346-54.9% | $2,916-63.7% | $2,757-61.6% |
| Participant deferral / active EE | $2,233 | $3,285-32.0% | $4,323-48.4% | $4,299-48.1% |
| Admin fee / account holder | $4,976 | $4,749+4.8% | $7,355-32.3% | $6,924-28.1% |