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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 | $24,414 | $118,869-79.5% | $96,575-74.7% | $167,518-85.4% |
| Participation rate | 33.3% | 75.5%-42.2pp | 69.8%-36.5pp | 82.1%-48.8pp |
| Annual return | 18.55% | 50.49%-31.9pp | 37.79%-19.2pp | 478.71%-460.2pp |
| Employer contribution / active EE | $2,399 | $3,120-23.1% | $2,357+1.8% | $4,838-50.4% |
| Participant deferral / active EE | $2,490 | $4,616-46.1% | $3,849-35.3% | $6,342-60.7% |
| Admin fee / account holder | $4,946 | $8,067-38.7% | $6,182-20.0% | $12,312-59.8% |