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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 | $27,958 | $56,431-50.5% | $130,788-78.6% | $87,485-68.0% |
| Participation rate | 45.5% | 58.9%-13.5pp | 70.1%-24.6pp | 68.9%-23.5pp |
| Annual return | 19.41% | 91.27%-71.9pp | 386.44%-367.0pp | 26.06%-6.6pp |
| Employer contribution / active EE | $1,001 | $1,549-35.4% | $3,558-71.9% | $2,596-61.5% |
| Participant deferral / active EE | $1,592 | $2,749-42.1% | $4,137-61.5% | $4,274-62.8% |
| Admin fee / account holder | $2,713 | $4,433-38.8% | $6,673-59.3% | $7,775-65.1% |