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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 | $26,325 | $102,422-74.3% | $147,117-82.1% | $80,959-67.5% |
| Participation rate | 51.7% | 75.9%-24.1pp | 82.2%-30.5pp | 67.7%-15.9pp |
| Annual return | 18.41% | 135.16%-116.8pp | 420.54%-402.1pp | 35.67%-17.3pp |
| Employer contribution / active EE | $2,982 | $3,717-19.8% | $4,932-39.5% | $2,757+8.2% |
| Participant deferral / active EE | $7,098 | $6,652+6.7% | $8,065-12.0% | $4,300+65.0% |
| Admin fee / account holder | $2,023 | $7,953-74.6% | $12,993-84.4% | $6,925-70.8% |