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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 | $26,411 | $56,134-52.9% | $96,192-72.5% | $85,851-69.2% |
| Participation rate | 60.9% | 56.7%+4.2pp | 68.4%-7.6pp | 69.3%-8.5pp |
| Annual return | 27.08% | 42.30%-15.2pp | 192.09%-165.0pp | 318.63%-291.6pp |
| Employer contribution / active EE | $1,110 | $1,620-31.5% | $2,799-60.4% | $2,565-56.7% |
| Participant deferral / active EE | $1,110 | $2,858-61.2% | $4,351-74.5% | $3,952-71.9% |
| Admin fee / account holder | $1,030 | $3,769-72.7% | $5,539-81.4% | $6,261-83.5% |