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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 | $21,307 | $77,164-72.4% | $178,014-88.0% | $80,874-73.7% |
| Participation rate | 53.4% | 65.7%-12.3pp | 77.1%-23.7pp | 67.6%-14.2pp |
| Annual return | 14.34% | 18.09%-3.7pp | 294.80%-280.5pp | 35.62%-21.3pp |
| Employer contribution / active EE | $1,685 | $2,288-26.4% | $3,950-57.4% | $2,756-38.9% |
| Participant deferral / active EE | $3,610 | $4,408-18.1% | $6,276-42.5% | $4,297-16.0% |
| Admin fee / account holder | $770 | $7,164-89.3% | $10,362-92.6% | $6,935-88.9% |