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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 | $26,475 | $29,736-11.0% | $56,033-52.8% | $80,935-67.3% |
| Participation rate | 11.1% | 41.7%-30.6pp | 52.5%-41.4pp | 67.7%-56.6pp |
| Annual return | 16.72% | 35.28%-18.6pp | 1711.38%-1694.7pp | 35.66%-18.9pp |
| Employer contribution / active EE | $1,301 | $671+93.8% | $1,041+25.0% | $2,757-52.8% |
| Participant deferral / active EE | $2,470 | $1,228+101.1% | $1,954+26.4% | $4,299-42.5% |
| Admin fee / account holder | $2,344 | $2,434-3.7% | $2,827-17.1% | $6,924-66.1% |