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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 | $21,234 | $34,316-38.1% | $74,722-71.6% | $72,975-70.9% |
| Participation rate | 27.6% | 42.4%-14.8pp | 54.5%-26.8pp | 69.5%-41.9pp |
| Annual return | 28.03% | 26.58%+1.5pp | 753.11%-725.1pp | 81.01%-53.0pp |
| Employer contribution / active EE | $562 | $692-18.8% | $1,084-48.2% | $2,440-77.0% |
| Participant deferral / active EE | $2,826 | $1,272+122.3% | $1,963+44.0% | $3,608-21.7% |
| Admin fee / account holder | $1,014 | $2,125-52.3% | $3,335-69.6% | $5,124-80.2% |