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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 | $26,830 | $55,423-51.6% | $155,602-82.8% | $74,400-63.9% |
| Participation rate | 59.2% | 61.9%-2.7pp | 78.2%-19.0pp | 67.2%-8.0pp |
| Annual return | 25.78% | 269.07%-243.3pp | 64.81%-39.0pp | 1367.51%-1341.7pp |
| Employer contribution / active EE | $1,019 | $2,266-55.0% | $4,675-78.2% | $2,624-61.2% |
| Participant deferral / active EE | $2,957 | $2,835+4.3% | $5,629-47.5% | $4,348-32.0% |
| Admin fee / account holder | $2,941 | $1,744+68.6% | $15,923-81.5% | $1,944+51.3% |