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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 | $20,221 | $63,346-68.1% | $92,240-78.1% | $70,126-71.2% |
| Participation rate | 54.5% | 68.7%-14.1pp | 76.5%-21.9pp | 69.5%-15.0pp |
| Annual return | 17.46% | 530.19%-512.7pp | 176.29%-158.8pp | 73.15%-55.7pp |
| Employer contribution / active EE | $1,144 | $2,471-53.7% | $3,680-68.9% | $2,343-51.1% |
| Participant deferral / active EE | $3,450 | $2,854+20.9% | $3,897-11.5% | $3,332+3.6% |
| Admin fee / account holder | $1,004 | $3,841-73.9% | $5,194-80.7% | $4,645-78.4% |