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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 | $24,799 | $54,679-54.6% | $76,119-67.4% | $74,459-66.7% |
| Participation rate | 50.9% | 60.3%-9.4pp | 69.1%-18.1pp | 67.2%-16.3pp |
| Annual return | 15.30% | 31.90%-16.6pp | 361.25%-345.9pp | 1369.70%-1354.4pp |
| Employer contribution / active EE | $1,377 | $1,781-22.7% | $2,693-48.8% | $2,626-47.5% |
| Participant deferral / active EE | $2,027 | $3,072-34.0% | $4,259-52.4% | $4,350-53.4% |
| Admin fee / account holder | $2,840 | $2,238+26.9% | $6,421-55.8% | $1,945+46.0% |