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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 | $123,750-78.0% | $69,611-61.0% | $145,877-81.4% |
| Participation rate | 50.0% | 69.2%-19.2pp | 66.4%-16.4pp | 80.3%-30.3pp |
| Annual return | 15.27% | 192.03%-176.8pp | 101.14%-85.9pp | 551.28%-536.0pp |
| Employer contribution / active EE | $1,188 | $2,672-55.5% | $1,709-30.5% | $4,663-74.5% |
| Participant deferral / active EE | $3,605 | $4,243-15.0% | $2,891+24.7% | $6,691-46.1% |
| Admin fee / account holder | $1,299 | $7,817-83.4% | $4,696-72.3% | $13,402-90.3% |