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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 | $27,421 | $58,275-52.9% | $81,844-66.5% | $80,935-66.1% |
| Participation rate | 51.5% | 63.5%-12.0pp | 72.4%-20.9pp | 67.7%-16.2pp |
| Annual return | 11.45% | 41.82%-30.4pp | 778.87%-767.4pp | 35.66%-24.2pp |
| Employer contribution / active EE | $1,232 | $2,346-47.5% | $2,916-57.8% | $2,757-55.3% |
| Participant deferral / active EE | $2,107 | $3,285-35.9% | $4,323-51.3% | $4,299-51.0% |
| Admin fee / account holder | $5,714 | $4,749+20.3% | $7,355-22.3% | $6,924-17.5% |