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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 | $18,511 | $60,119-69.2% | $90,430-79.5% | $79,858-76.8% |
| Participation rate | 45.7% | 65.0%-19.3pp | 72.7%-27.0pp | 69.6%-23.9pp |
| Annual return | 28.88% | 71.94%-43.1pp | 1293.73%-1264.8pp | 31.72%-2.8pp |
| Employer contribution / active EE | $1,330 | $2,068-35.7% | $3,262-59.2% | $2,471-46.2% |
| Participant deferral / active EE | $1,596 | $2,938-45.7% | $3,963-59.7% | $3,740-57.3% |
| Admin fee / account holder | $896 | $3,976-77.5% | $5,613-84.0% | $5,306-83.1% |