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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 | $39,875 | $49,897-20.1% | $80,648-50.6% | $75,177-47.0% |
| Participation rate | 30.8% | 55.3%-24.6pp | 67.0%-36.2pp | 67.2%-36.4pp |
| Annual return | 18.49% | 34.68%-16.2pp | 937.21%-918.7pp | 160.75%-142.3pp |
| Employer contribution / active EE | $1,273 | $1,699-25.1% | $2,724-53.3% | $2,671-52.3% |
| Participant deferral / active EE | $1,563 | $2,992-47.8% | $4,443-64.8% | $4,126-62.1% |
| Admin fee / account holder | $5,735 | $3,579+60.3% | $5,382+6.6% | $5,651+1.5% |