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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 | $28,385 | $49,897-43.1% | $80,648-64.8% | $75,177-62.2% |
| Participation rate | 33.3% | 55.3%-22.0pp | 67.0%-33.7pp | 67.2%-33.9pp |
| Annual return | 24.42% | 34.68%-10.3pp | 937.21%-912.8pp | 160.75%-136.3pp |
| Employer contribution / active EE | $1,288 | $1,699-24.2% | $2,724-52.7% | $2,671-51.8% |
| Participant deferral / active EE | $2,188 | $2,992-26.9% | $4,443-50.7% | $4,126-47.0% |
| Admin fee / account holder | $2,340 | $3,579-34.6% | $5,382-56.5% | $5,651-58.6% |