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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 | $27,363 | $63,346-56.8% | $92,239-70.3% | $70,124-61.0% |
| Participation rate | 63.0% | 68.7%-5.7pp | 76.5%-13.5pp | 69.5%-6.6pp |
| Annual return | 19.25% | 530.19%-510.9pp | 176.29%-157.0pp | 73.14%-53.9pp |
| Employer contribution / active EE | $1,529 | $2,471-38.1% | $3,680-58.4% | $2,342-34.7% |
| Participant deferral / active EE | $4,101 | $2,854+43.7% | $3,897+5.2% | $3,332+23.1% |
| Admin fee / account holder | $2,012 | $3,841-47.6% | $5,194-61.3% | $4,645-56.7% |