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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 | $24,527 | $58,311-57.9% | $81,882-70.0% | $80,959-69.7% |
| Participation rate | 45.9% | 63.5%-17.6pp | 72.4%-26.5pp | 67.7%-21.8pp |
| Annual return | 23.10% | 41.85%-18.7pp | 779.47%-756.4pp | 35.67%-12.6pp |
| Employer contribution / active EE | $1,546 | $2,347-34.1% | $2,916-47.0% | $2,757-43.9% |
| Participant deferral / active EE | $2,102 | $3,287-36.1% | $4,323-51.4% | $4,300-51.1% |
| Admin fee / account holder | $1,126 | $4,752-76.3% | $7,360-84.7% | $6,925-83.7% |