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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 | $19,967 | $49,896-60.0% | $80,627-75.2% | $75,173-73.4% |
| Participation rate | 32.0% | 55.3%-23.3pp | 67.0%-35.0pp | 67.2%-35.2pp |
| Annual return | 23.75% | 34.67%-10.9pp | 936.76%-913.0pp | 160.72%-137.0pp |
| Employer contribution / active EE | $810 | $1,699-52.3% | $2,723-70.3% | $2,671-69.7% |
| Participant deferral / active EE | $1,919 | $2,992-35.8% | $4,443-56.8% | $4,126-53.5% |
| Admin fee / account holder | $2,589 | $3,578-27.6% | $5,381-51.9% | $5,651-54.2% |