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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 | $19,382 | $58,258-66.7% | $81,820-76.3% | $80,925-76.0% |
| Participation rate | 53.0% | 63.5%-10.5pp | 72.4%-19.4pp | 67.7%-14.6pp |
| Annual return | 14.09% | 41.76%-27.7pp | 777.93%-763.8pp | 35.65%-21.6pp |
| Employer contribution / active EE | $1,657 | $2,345-29.3% | $2,915-43.2% | $2,756-39.9% |
| Participant deferral / active EE | $2,559 | $3,284-22.1% | $4,323-40.8% | $4,299-40.5% |
| Admin fee / account holder | $4,111 | $4,976-17.4% | $7,391-44.4% | $6,940-40.8% |