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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 | $23,911 | $58,311-59.0% | $81,882-70.8% | $80,959-70.5% |
| Participation rate | 50.0% | 63.5%-13.5pp | 72.4%-22.4pp | 67.7%-17.7pp |
| Annual return | 19.88% | 41.85%-22.0pp | 779.47%-759.6pp | 35.67%-15.8pp |
| Employer contribution / active EE | $918 | $2,347-60.9% | $2,916-68.5% | $2,757-66.7% |
| Participant deferral / active EE | $2,059 | $3,287-37.4% | $4,323-52.4% | $4,300-52.1% |
| Admin fee / account holder | $2,572 | $4,752-45.9% | $7,360-65.1% | $6,925-62.9% |