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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 | $27,169 | $123,859-78.1% | $69,632-61.0% | $145,897-81.4% |
| Participation rate | 50.0% | 69.2%-19.2pp | 66.4%-16.4pp | 80.3%-30.3pp |
| Annual return | 15.27% | 192.49%-177.2pp | 101.32%-86.1pp | 552.29%-537.0pp |
| Employer contribution / active EE | $1,188 | $2,673-55.6% | $1,708-30.4% | $4,663-74.5% |
| Participant deferral / active EE | $3,605 | $4,242-15.0% | $2,889+24.8% | $6,689-46.1% |
| Admin fee / account holder | $1,299 | $7,817-83.4% | $4,695-72.3% | $13,390-90.3% |