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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 | $50,435 | $58,241-13.4% | $81,780-38.3% | $80,911-37.7% |
| Participation rate | 26.0% | 63.4%-37.4pp | 72.4%-46.4pp | 67.6%-41.6pp |
| Annual return | 12.43% | 41.73%-29.3pp | 776.27%-763.8pp | 35.63%-23.2pp |
| Employer contribution / active EE | $1,201 | $2,343-48.8% | $2,914-58.8% | $2,756-56.4% |
| Participant deferral / active EE | $2,400 | $3,283-26.9% | $4,321-44.5% | $4,297-44.2% |
| Admin fee / account holder | $902 | $4,973-81.9% | $7,384-87.8% | $6,935-87.0% |