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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 | $26,949 | $81,358-66.9% | $155,556-82.7% | $80,959-66.7% |
| Participation rate | 52.0% | 66.3%-14.3pp | 78.2%-26.2pp | 67.7%-15.7pp |
| Annual return | 107.52% | 33.39%+74.1pp | 64.84%+42.7pp | 35.67%+71.8pp |
| Employer contribution / active EE | $1,557 | $3,106-49.9% | $4,675-66.7% | $2,757-43.5% |
| Participant deferral / active EE | $2,265 | $3,455-34.4% | $5,631-59.8% | $4,300-47.3% |
| Admin fee / account holder | $425 | $7,994-94.7% | $15,885-97.3% | $6,925-93.9% |