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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 | $28,574 | $85,766-66.7% | $136,298-79.0% | $70,126-59.3% |
| Participation rate | 50.6% | 74.2%-23.6pp | 81.9%-31.4pp | 69.5%-19.0pp |
| Annual return | 19.81% | 31.46%-11.6pp | 5156.27%-5136.5pp | 73.15%-53.3pp |
| Employer contribution / active EE | $1,388 | $2,966-53.2% | $4,696-70.4% | $2,343-40.7% |
| Participant deferral / active EE | $2,813 | $5,051-44.3% | $6,247-55.0% | $3,332-15.6% |
| Admin fee / account holder | $1,873 | $5,421-65.5% | $9,244-79.7% | $4,646-59.7% |