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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 | $26,069 | $53,127-50.9% | $86,597-69.9% | $70,131-62.8% |
| Participation rate | 60.0% | 65.3%-5.3pp | 73.5%-13.5pp | 69.5%-9.5pp |
| Annual return | 21.41% | 27.66%-6.3pp | 964.96%-943.5pp | 73.14%-51.7pp |
| Employer contribution / active EE | $1,534 | $2,068-25.8% | $2,840-46.0% | $2,342-34.5% |
| Participant deferral / active EE | $1,915 | $2,696-29.0% | $3,609-46.9% | $3,332-42.5% |
| Admin fee / account holder | $3,837 | $3,585+7.0% | $4,906-21.8% | $4,645-17.4% |