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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 | $23,479 | $58,258-59.7% | $81,820-71.3% | $80,925-71.0% |
| Participation rate | 43.4% | 63.5%-20.1pp | 72.4%-29.0pp | 67.7%-24.3pp |
| Annual return | 13.13% | 41.76%-28.6pp | 777.93%-764.8pp | 35.65%-22.5pp |
| Employer contribution / active EE | $1,023 | $2,345-56.4% | $2,915-64.9% | $2,756-62.9% |
| Participant deferral / active EE | $1,233 | $3,284-62.4% | $4,323-71.5% | $4,299-71.3% |
| Admin fee / account holder | $1,981 | $4,976-60.2% | $7,391-73.2% | $6,940-71.5% |